-85.1%
OPEN vs NI
+94.6%
-179.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.2% |
| 7D | -10.5% | -0.6% | -10.0% | -10.1% |
| 30D | -21.8% | -1.4% | -20.4% | -21.0% |
| 3M | -37.5% | -10.6% | -26.9% | -32.1% |
| 6M | -44.1% | -9.9% | -34.2% | -40.3% |
| YTD | -52.0% | +1.2% | -53.1% | -54.0% |
| 1Y | -52.2% | +4.4% | -56.6% | -55.3% |
| 3Y | -25.9% | +68.6% | -94.5% | -53.0% |
| 5Y | -85.1% | +98.0% | -183.1% | -88.9% |
| All | -85.1% | +94.6% | -179.7% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling