-85.4%
OPEN vs SPG
+33.2%
-118.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | -31.1% | +2.7% | -33.8% | -32.0% |
| 30D | -34.7% | +16.6% | -51.2% | -38.8% |
| 3M | -61.9% | +8.1% | -70.0% | -63.6% |
| 6M | -71.9% | +19.3% | -91.2% | -74.0% |
| YTD | -76.6% | +31.1% | -107.7% | -80.4% |
| All | -85.4% | +33.2% | -118.7% | -88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling