-24.1%
OPEN vs SIRI
-23.3%
-0.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.8% | -7.2% |
| 7D | -10.5% | -3.0% | -7.5% | -9.4% |
| 30D | -21.8% | +1.3% | -23.1% | -22.3% |
| 3M | -37.5% | +5.6% | -43.1% | -39.3% |
| 6M | -44.1% | +35.1% | -79.2% | -51.6% |
| YTD | -52.0% | +49.0% | -101.0% | -60.4% |
| 1Y | -52.2% | +26.8% | -79.0% | -57.9% |
| All | -24.1% | -23.3% | -0.8% | -14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling