-30.0%
OPEN vs STT
+165.4%
-195.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.2% | -22.0% | -22.0% |
| 7D | -22.2% | -2.5% | -19.7% | -19.5% |
| 30D | -38.3% | -5.0% | -33.4% | -34.2% |
| 3M | -59.4% | -10.5% | -48.9% | -53.9% |
| 6M | -74.4% | +10.0% | -84.4% | -77.4% |
| YTD | -76.0% | +30.7% | -106.7% | -83.3% |
| 1Y | -78.7% | +43.8% | -122.4% | -87.0% |
| 3Y | -30.0% | +168.1% | -198.1% | -84.8% |
| All | -30.0% | +165.4% | -195.4% | -84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling