-87.4%
OPEN vs STT
+239.6%
-326.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +3.0% |
| 7D | -31.1% | +0.4% | -31.5% | -31.2% |
| 30D | -34.7% | -0.4% | -34.3% | -34.2% |
| 3M | -61.9% | -6.5% | -55.4% | -59.7% |
| 6M | -71.9% | +17.2% | -89.0% | -75.3% |
| YTD | -76.6% | +38.2% | -114.8% | -82.2% |
| 1Y | -83.9% | +49.3% | -133.2% | -88.5% |
| 3Y | -34.4% | +181.9% | -216.3% | -70.1% |
| 5Y | -93.9% | +106.9% | -200.9% | -97.0% |
| All | -87.4% | +239.6% | -326.9% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling