-74.2%
OPEN vs SU
+392.7%
-466.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.3% |
| 7D | -11.4% | +2.2% | -13.7% | -11.8% |
| 30D | -20.1% | +8.4% | -28.5% | -21.5% |
| 3M | -37.6% | +12.1% | -49.7% | -39.4% |
| 6M | -47.1% | +19.7% | -66.7% | -49.6% |
| YTD | -52.1% | +58.4% | -110.6% | -57.4% |
| 1Y | -73.5% | +67.2% | -140.7% | -76.7% |
| 3Y | -24.4% | +125.0% | -149.4% | -39.2% |
| 5Y | -85.1% | +355.1% | -440.2% | -88.5% |
| All | -74.2% | +392.7% | -466.9% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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