-71.6%
OPEN vs STT
+272.1%
-343.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -1.5% |
| 7D | +1.0% | +2.2% | -1.2% | -0.7% |
| 30D | -11.9% | +3.9% | -15.8% | -14.8% |
| 3M | -28.8% | +19.2% | -47.9% | -38.5% |
| 6M | -38.6% | +60.4% | -99.0% | -58.6% |
| YTD | -47.3% | +51.5% | -98.8% | -63.0% |
| 1Y | -49.2% | +76.3% | -125.5% | -68.1% |
| 3Y | -18.8% | +200.7% | -219.5% | -65.0% |
| 5Y | -83.6% | +157.5% | -241.1% | -92.5% |
| All | -71.6% | +272.1% | -343.7% | -86.8% |
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