-83.6%
OPEN vs STT
+48.0%
-131.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.4% |
| 7D | -24.7% | +1.1% | -25.8% | -25.1% |
| 30D | -41.0% | -1.9% | -39.1% | -40.0% |
| 3M | -62.4% | -7.6% | -54.8% | -60.3% |
| 6M | -73.9% | +16.0% | -89.8% | -76.2% |
| YTD | -77.5% | +36.2% | -113.7% | -82.9% |
| 1Y | -83.6% | +46.8% | -130.4% | -89.3% |
| All | -83.6% | +48.0% | -131.6% | -89.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling