-89.0%
OPEN vs RACE
+155.3%
-244.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -5.1% |
| 7D | -15.0% | -1.2% | -13.8% | -13.8% |
| 30D | -40.2% | +6.1% | -46.3% | -43.0% |
| 3M | -67.4% | -0.3% | -67.1% | -66.9% |
| 6M | -74.0% | +23.4% | -97.4% | -79.0% |
| YTD | -79.6% | +12.5% | -92.1% | -82.4% |
| 1Y | -86.1% | -0.5% | -85.6% | -86.2% |
| 3Y | -41.4% | +23.6% | -65.0% | -61.1% |
| 5Y | -94.9% | +65.4% | -160.3% | -97.7% |
| All | -89.0% | +155.3% | -244.3% | -96.5% |
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