-86.1%
OPEN vs NI
+8.7%
-94.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -3.8% |
| 7D | -15.0% | +4.3% | -19.3% | -16.1% |
| 30D | -40.2% | +12.4% | -52.6% | -41.4% |
| 3M | -67.4% | +10.2% | -77.6% | -67.9% |
| 6M | -74.0% | -0.8% | -73.2% | -73.8% |
| YTD | -79.6% | +13.2% | -92.8% | -85.2% |
| 1Y | -86.1% | +10.1% | -96.2% | -88.8% |
| All | -86.1% | +8.7% | -94.8% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling