-70.8%
OPEN vs NI
+117.9%
-188.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +1.0% |
| 7D | -4.3% | +2.0% | -6.3% | -5.2% |
| 30D | -16.2% | -3.5% | -12.7% | -14.8% |
| 3M | -36.4% | -9.1% | -27.2% | -33.5% |
| 6M | -35.5% | -11.8% | -23.6% | -31.8% |
| YTD | -46.0% | +1.1% | -47.1% | -47.2% |
| 1Y | -47.1% | +6.7% | -53.8% | -49.6% |
| 3Y | -19.0% | +71.1% | -90.1% | -35.9% |
| 5Y | -83.6% | +94.3% | -177.9% | -86.0% |
| All | -70.8% | +117.9% | -188.7% | -74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling