-86.9%
OPEN vs STT
+233.2%
-320.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | -1.9% |
| 7D | -21.7% | +0.9% | -22.6% | -22.0% |
| 30D | -36.5% | -2.3% | -34.2% | -35.0% |
| 3M | -59.5% | -7.0% | -52.6% | -57.1% |
| 6M | -71.9% | +15.5% | -87.3% | -75.0% |
| YTD | -75.8% | +35.6% | -111.4% | -81.4% |
| 1Y | -78.5% | +47.9% | -126.4% | -84.5% |
| 3Y | -30.2% | +181.1% | -211.3% | -68.0% |
| 5Y | -93.3% | +108.2% | -201.5% | -96.6% |
| All | -86.9% | +233.2% | -320.1% | -93.3% |
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