-85.6%
OPEN vs SEI
+37.4%
-122.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.1% | -9.5% |
| 7D | -31.0% | +27.6% | -58.6% | -32.8% |
| 30D | -41.5% | -17.1% | -24.3% | -39.9% |
| 3M | -64.6% | +4.6% | -69.2% | -66.2% |
| 6M | -73.8% | -15.1% | -58.7% | -74.0% |
| YTD | -78.8% | +41.2% | -120.0% | -84.3% |
| All | -85.6% | +37.4% | -122.9% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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