-82.3%
OPEN vs STT
+46.6%
-128.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | -1.8% |
| 7D | -21.7% | +0.9% | -22.6% | -21.9% |
| 30D | -36.5% | -2.3% | -34.2% | -35.2% |
| 3M | -59.5% | -7.5% | -52.1% | -57.4% |
| 6M | -71.9% | +14.9% | -86.7% | -74.2% |
| YTD | -75.8% | +34.9% | -110.7% | -81.5% |
| All | -82.3% | +46.6% | -128.9% | -88.4% |
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