-94.7%
OPEN vs SIRI
-41.4%
-53.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -4.0% | -3.8% |
| 7D | -15.0% | -1.7% | -13.3% | -14.3% |
| 30D | -40.2% | +21.1% | -61.3% | -44.7% |
| 3M | -67.4% | +14.7% | -82.1% | -69.2% |
| 6M | -74.0% | +22.9% | -96.9% | -76.3% |
| YTD | -79.6% | +65.7% | -145.3% | -83.8% |
| 1Y | -86.1% | +53.5% | -139.6% | -88.6% |
| 3Y | -41.4% | -23.0% | -18.4% | -37.2% |
| All | -94.7% | -41.4% | -53.3% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling