-87.9%
OPEN vs STT
+234.6%
-322.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.4% |
| 7D | -24.7% | +1.1% | -25.8% | -25.2% |
| 30D | -41.0% | -1.9% | -39.1% | -39.8% |
| 3M | -62.4% | -7.6% | -54.8% | -59.8% |
| 6M | -73.9% | +16.0% | -89.8% | -76.9% |
| YTD | -77.5% | +36.2% | -113.7% | -82.7% |
| 1Y | -83.6% | +46.8% | -130.4% | -88.1% |
| 3Y | -37.0% | +177.8% | -214.8% | -71.0% |
| 5Y | -93.3% | +105.8% | -199.1% | -96.6% |
| All | -87.9% | +234.6% | -322.5% | -93.8% |
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