-83.4%
OPEN vs RACE
+162.3%
-245.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.3% | -7.3% | -7.2% |
| 7D | -5.8% | +5.7% | -11.5% | -10.7% |
| 30D | -21.1% | +9.3% | -30.4% | -27.5% |
| 3M | -52.4% | +3.8% | -56.2% | -53.9% |
| 6M | -65.8% | +29.8% | -95.6% | -73.9% |
| YTD | -69.3% | +15.6% | -84.9% | -74.4% |
| 1Y | -75.2% | +5.1% | -80.3% | -77.0% |
| 3Y | -14.4% | +30.8% | -45.1% | -47.3% |
| 5Y | -92.0% | +67.4% | -159.4% | -96.5% |
| All | -83.4% | +162.3% | -245.7% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling