-70.8%
OPEN vs RMD
+39.3%
-110.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | -4.3% | -5.0% | +0.7% | -0.3% |
| 30D | -16.2% | +2.2% | -18.4% | -17.8% |
| 3M | -36.4% | +17.8% | -54.2% | -44.6% |
| 6M | -35.5% | -11.3% | -24.1% | -30.1% |
| YTD | -46.0% | -4.4% | -41.5% | -45.2% |
| 1Y | -47.1% | -15.7% | -31.4% | -40.6% |
| 3Y | -19.0% | +47.7% | -66.8% | -47.1% |
| 5Y | -83.6% | -19.2% | -64.4% | -83.0% |
| All | -70.8% | +39.3% | -110.2% | -77.7% |
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