-70.8%
OPEN vs SU
+382.0%
-452.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -4.3% | +3.6% | -7.8% | -5.0% |
| 30D | -16.2% | +7.9% | -24.1% | -17.6% |
| 3M | -36.4% | +3.5% | -39.9% | -37.0% |
| 6M | -35.5% | +19.0% | -54.4% | -38.5% |
| YTD | -46.0% | +55.0% | -100.9% | -51.7% |
| 1Y | -47.1% | +71.2% | -118.4% | -53.9% |
| 3Y | -19.0% | +117.4% | -136.4% | -34.4% |
| 5Y | -83.6% | +335.2% | -418.7% | -87.2% |
| All | -70.8% | +382.0% | -452.8% | -74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling