-93.3%
OPEN vs RACE
+69.7%
-163.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.8% | -6.3% | -6.2% |
| 7D | -24.7% | +0.2% | -24.9% | -24.1% |
| 30D | -41.0% | +6.6% | -47.6% | -44.3% |
| 3M | -62.4% | +2.2% | -64.6% | -62.8% |
| 6M | -73.9% | +22.4% | -96.2% | -79.1% |
| YTD | -77.5% | +13.8% | -91.3% | -81.2% |
| 1Y | -83.6% | +2.2% | -85.8% | -84.3% |
| 3Y | -37.0% | +25.6% | -62.7% | -64.1% |
| 5Y | -93.3% | +71.0% | -164.3% | -97.7% |
| All | -93.3% | +69.7% | -163.0% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling