-93.3%
OPEN vs SPXU
-83.3%
-10.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.1% | -8.2% | -6.0% |
| 7D | -24.7% | +0.5% | -25.2% | -23.0% |
| 30D | -41.0% | +10.9% | -51.9% | -33.5% |
| 3M | -62.4% | +9.6% | -72.0% | -57.6% |
| 6M | -73.9% | -4.7% | -69.2% | -73.0% |
| YTD | -77.5% | -24.6% | -52.9% | -80.5% |
| 1Y | -83.6% | -24.7% | -58.8% | -85.4% |
| 3Y | -37.0% | -80.0% | +43.0% | -78.5% |
| 5Y | -93.3% | -83.5% | -9.8% | -96.4% |
| All | -93.3% | -83.3% | -10.0% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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