-74.1%
OPEN vs RSG
+192.7%
-266.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.0% | -6.5% |
| 7D | -10.5% | -1.8% | -8.7% | -10.2% |
| 30D | -21.8% | +2.8% | -24.6% | -22.2% |
| 3M | -37.5% | +4.3% | -41.8% | -38.3% |
| 6M | -44.1% | -0.5% | -43.6% | -44.2% |
| YTD | -52.0% | +5.2% | -57.2% | -53.0% |
| 1Y | -52.2% | -2.1% | -50.1% | -51.9% |
| 3Y | -25.9% | +56.5% | -82.4% | -39.8% |
| 5Y | -85.1% | +89.5% | -174.6% | -88.3% |
| All | -74.1% | +192.7% | -266.8% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling