-72.2%
OPEN vs RVTY
+28.6%
-100.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -0.1% |
| 7D | -2.9% | -5.4% | +2.5% | +1.8% |
| 30D | -13.8% | +6.7% | -20.5% | -18.7% |
| 3M | -30.9% | +19.0% | -49.9% | -41.6% |
| 6M | -40.9% | +34.6% | -75.6% | -56.2% |
| YTD | -48.5% | +28.3% | -76.8% | -60.7% |
| 1Y | -50.9% | +46.0% | -96.9% | -66.5% |
| 3Y | -20.6% | +16.9% | -37.5% | -36.3% |
| 5Y | -84.2% | -32.9% | -51.2% | -79.3% |
| All | -72.2% | +28.6% | -100.8% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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