-87.0%
OPEN vs RACE
+158.4%
-245.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.5% | -20.3% | -20.2% |
| 7D | -22.2% | +5.1% | -27.3% | -25.6% |
| 30D | -38.3% | +7.7% | -46.0% | -42.2% |
| 3M | -59.4% | +2.2% | -61.5% | -59.8% |
| 6M | -74.4% | +23.8% | -98.1% | -79.4% |
| YTD | -76.0% | +13.9% | -89.9% | -79.6% |
| 1Y | -78.7% | +3.8% | -82.4% | -79.9% |
| 3Y | -30.0% | +28.0% | -58.0% | -55.7% |
| 5Y | -93.7% | +64.9% | -158.7% | -97.2% |
| All | -87.0% | +158.4% | -245.5% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling