-71.6%
OPEN vs QSR
+72.2%
-143.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -0.2% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -11.9% | +5.9% | -17.8% | -16.9% |
| 3M | -28.8% | +10.5% | -39.2% | -36.2% |
| 6M | -38.6% | +7.7% | -46.3% | -45.0% |
| YTD | -47.3% | +16.8% | -64.1% | -56.8% |
| 1Y | -49.2% | +30.9% | -80.0% | -63.1% |
| 3Y | -18.8% | +28.2% | -47.0% | -38.6% |
| 5Y | -83.6% | +45.0% | -128.6% | -89.5% |
| All | -71.6% | +72.2% | -143.8% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QSR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling