-73.5%
OPEN vs SU
+67.3%
-140.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.4% |
| 7D | -11.4% | +2.2% | -13.7% | -11.3% |
| 30D | -20.1% | +8.4% | -28.5% | -19.9% |
| 3M | -37.6% | +12.1% | -49.7% | -36.9% |
| 6M | -47.1% | +19.7% | -66.7% | -50.5% |
| YTD | -52.1% | +58.4% | -110.6% | -63.5% |
| 1Y | -73.5% | +67.2% | -140.7% | -80.4% |
| All | -73.5% | +67.3% | -140.8% | -80.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling