-71.4%
OPEN vs SUI
+1.6%
-73.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.2% | +8.6% | +10.9% |
| 7D | +3.7% | +10.0% | -6.4% | -1.0% |
| 30D | -14.3% | +8.4% | -22.7% | -17.7% |
| 3M | -51.9% | +0.7% | -52.6% | -52.2% |
| 6M | -61.4% | -0.9% | -60.5% | -61.5% |
| YTD | -66.0% | +0.6% | -66.7% | -66.6% |
| 1Y | -71.4% | +0.8% | -72.2% | -72.2% |
| All | -71.4% | +1.6% | -73.0% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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