-87.5%
OPEN vs ROIV
+232.7%
-320.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | 0.0% |
| 7D | -4.3% | +0.6% | -4.9% | -4.5% |
| 30D | -16.2% | +1.0% | -17.2% | -16.9% |
| 3M | -36.4% | +18.3% | -54.7% | -40.7% |
| 6M | -35.5% | +18.3% | -53.8% | -40.5% |
| YTD | -46.0% | +61.0% | -106.9% | -56.7% |
| 1Y | -47.1% | +177.9% | -225.0% | -65.7% |
| 3Y | -19.0% | +199.1% | -218.1% | -49.3% |
| 5Y | -83.6% | +250.7% | -334.3% | -92.0% |
| All | -87.5% | +232.7% | -320.1% | -93.7% |
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