-18.7%
OPEN vs NI
+70.0%
-88.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -1.8% |
| 7D | -2.9% | +1.3% | -4.2% | -4.0% |
| 30D | -13.8% | -0.3% | -13.5% | -13.8% |
| 3M | -30.9% | -9.5% | -21.4% | -25.3% |
| 6M | -40.9% | -10.2% | -30.7% | -36.4% |
| YTD | -48.5% | +1.8% | -50.3% | -52.1% |
| 1Y | -50.9% | +5.7% | -56.6% | -55.9% |
| All | -18.7% | +70.0% | -88.7% | -60.1% |
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