-74.2%
OPEN vs SIRI
-40.7%
-33.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -11.4% | +0.6% | -12.0% | -11.7% |
| 30D | -20.1% | +2.5% | -22.6% | -21.0% |
| 3M | -37.6% | +6.6% | -44.2% | -39.5% |
| 6M | -47.1% | +32.9% | -79.9% | -53.3% |
| YTD | -52.1% | +50.5% | -102.6% | -60.1% |
| 1Y | -73.5% | +28.0% | -101.4% | -76.5% |
| 3Y | -24.4% | -22.4% | -2.0% | -20.5% |
| 5Y | -85.1% | -41.3% | -43.8% | -83.3% |
| All | -74.2% | -40.7% | -33.5% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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