-41.4%
OPEN vs SU
+132.3%
-173.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -3.7% |
| 7D | -15.0% | +1.7% | -16.7% | -15.1% |
| 30D | -40.2% | -7.9% | -32.3% | -40.0% |
| 3M | -67.4% | +7.5% | -74.9% | -68.0% |
| 6M | -74.0% | +7.2% | -81.2% | -74.4% |
| YTD | -79.6% | +60.9% | -140.5% | -82.3% |
| 1Y | -86.1% | +63.6% | -149.7% | -88.0% |
| 3Y | -41.4% | +128.9% | -170.3% | -60.3% |
| All | -41.4% | +132.3% | -173.7% | -60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling