-71.4%
OPEN vs ROIV
+97.8%
-169.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +6.1% | +7.7% | +12.3% |
| 7D | +3.7% | +3.0% | +0.6% | +2.9% |
| 30D | -14.3% | +6.8% | -21.1% | -15.6% |
| 3M | -51.9% | +10.5% | -62.5% | -53.4% |
| 6M | -61.4% | +34.8% | -96.2% | -64.8% |
| YTD | -66.0% | +76.2% | -142.2% | -72.2% |
| 1Y | -71.4% | +92.4% | -163.8% | -80.0% |
| All | -71.4% | +97.8% | -169.2% | -80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling