-87.4%
OPEN vs NI
+141.4%
-228.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.9% |
| 7D | -31.1% | +0.6% | -31.6% | -31.2% |
| 30D | -34.7% | +11.2% | -45.9% | -38.1% |
| 3M | -61.9% | +9.2% | -71.0% | -63.6% |
| 6M | -71.9% | -1.8% | -70.0% | -71.7% |
| YTD | -76.6% | +12.0% | -88.6% | -78.3% |
| 1Y | -83.9% | +6.4% | -90.3% | -84.6% |
| 3Y | -34.4% | +99.4% | -133.7% | -51.5% |
| 5Y | -93.9% | +113.1% | -207.1% | -95.1% |
| All | -87.4% | +141.4% | -228.7% | -89.3% |
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