-92.9%
OPEN vs ROIV
+248.8%
-341.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.2% | -5.4% | -7.9% |
| 7D | -5.8% | -2.4% | -3.4% | -4.6% |
| 30D | -21.1% | +3.1% | -24.2% | -22.0% |
| 3M | -52.4% | +5.8% | -58.2% | -54.1% |
| 6M | -65.8% | +29.3% | -95.1% | -69.8% |
| YTD | -69.3% | +68.8% | -138.1% | -76.1% |
| 1Y | -75.2% | +81.0% | -156.3% | -81.3% |
| 3Y | -14.4% | +294.6% | -309.0% | -50.5% |
| 5Y | -92.0% | +373.1% | -465.1% | -96.4% |
| All | -92.9% | +248.8% | -341.6% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling