-70.8%
OPEN vs SEI
+881.0%
-951.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | +0.1% |
| 7D | -4.3% | +10.2% | -14.5% | -5.8% |
| 30D | -16.2% | -1.0% | -15.2% | -16.4% |
| 3M | -36.4% | -27.9% | -8.4% | -33.7% |
| 6M | -35.5% | +10.4% | -45.8% | -37.8% |
| YTD | -46.0% | +20.1% | -66.1% | -48.9% |
| 1Y | -47.1% | +109.7% | -156.9% | -54.6% |
| 3Y | -19.0% | +458.6% | -477.7% | -48.8% |
| 5Y | -83.6% | +775.3% | -858.9% | -90.1% |
| All | -70.8% | +881.0% | -951.9% | -80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling