-32.8%
OPEN vs NI
+100.5%
-133.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.7% |
| 7D | -31.1% | +0.6% | -31.6% | -31.3% |
| 30D | -34.7% | +11.2% | -45.9% | -40.7% |
| 3M | -61.9% | +9.2% | -71.0% | -64.9% |
| 6M | -71.9% | -1.8% | -70.0% | -71.6% |
| YTD | -76.6% | +12.0% | -88.6% | -80.3% |
| 1Y | -83.9% | +6.4% | -90.3% | -85.5% |
| All | -32.8% | +100.5% | -133.3% | -78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling