-71.6%
OPEN vs SIRI
-41.4%
-30.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.9% | -2.3% |
| 7D | +1.0% | +4.3% | -3.3% | -0.9% |
| 30D | -11.9% | -2.8% | -9.1% | -10.9% |
| 3M | -28.8% | +5.9% | -34.7% | -30.7% |
| 6M | -38.6% | +31.9% | -70.5% | -45.7% |
| YTD | -47.3% | +48.7% | -96.0% | -55.9% |
| 1Y | -49.2% | +23.2% | -72.4% | -54.2% |
| 3Y | -18.8% | -23.9% | +5.1% | -13.9% |
| 5Y | -83.6% | -43.4% | -40.2% | -81.4% |
| All | -71.6% | -41.4% | -30.2% | -67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling