-30.2%
OPEN vs RACE
+26.8%
-57.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.2% |
| 7D | -21.7% | +3.9% | -25.6% | -23.3% |
| 30D | -36.5% | +7.4% | -43.9% | -39.1% |
| 3M | -59.5% | +1.6% | -61.2% | -59.6% |
| 6M | -71.9% | +23.3% | -95.2% | -75.4% |
| YTD | -75.8% | +14.7% | -90.5% | -78.1% |
| 1Y | -78.5% | +2.5% | -81.0% | -78.7% |
| 3Y | -30.2% | +28.0% | -58.2% | -40.8% |
| All | -30.2% | +26.8% | -57.0% | -40.8% |
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