-16.8%
OPEN vs RACE
+36.9%
-53.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +2.0% |
| 7D | -4.3% | -2.5% | -1.7% | -2.4% |
| 30D | -16.2% | +0.8% | -17.0% | -16.6% |
| 3M | -36.4% | +17.2% | -53.5% | -43.3% |
| 6M | -35.5% | +13.6% | -49.0% | -41.6% |
| YTD | -46.0% | +12.2% | -58.2% | -51.0% |
| 1Y | -47.1% | -16.3% | -30.9% | -40.2% |
| All | -16.8% | +36.9% | -53.7% | -51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling