-89.0%
OPEN vs SUI
+1.1%
-90.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -4.5% |
| 7D | -15.0% | -1.5% | -13.5% | -13.8% |
| 30D | -40.2% | +3.7% | -43.9% | -42.0% |
| 3M | -67.4% | -0.4% | -67.0% | -67.2% |
| 6M | -74.0% | -2.8% | -71.2% | -73.7% |
| YTD | -79.6% | -1.6% | -78.0% | -79.6% |
| 1Y | -86.1% | -2.1% | -84.0% | -86.0% |
| 3Y | -41.4% | +18.5% | -59.9% | -53.7% |
| 5Y | -94.9% | -26.5% | -68.3% | -93.8% |
| All | -89.0% | +1.1% | -90.1% | -87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling