-87.0%
OPEN vs RMD
+43.6%
-130.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.7% | -20.1% | -20.5% |
| 7D | -22.2% | +2.3% | -24.6% | -23.0% |
| 30D | -38.3% | +4.1% | -42.5% | -39.8% |
| 3M | -59.4% | +5.7% | -65.1% | -61.0% |
| 6M | -74.4% | +12.9% | -87.3% | -77.0% |
| YTD | -76.0% | -1.5% | -74.5% | -76.2% |
| 1Y | -78.7% | -4.8% | -73.9% | -78.2% |
| 3Y | -30.0% | +57.5% | -87.5% | -56.5% |
| 5Y | -93.7% | -5.5% | -88.2% | -94.0% |
| All | -87.0% | +43.6% | -130.6% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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