-88.6%
OPEN vs SUI
+0.2%
-88.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.7% | -8.8% | -8.8% |
| 7D | -31.0% | -3.8% | -27.2% | -28.1% |
| 30D | -41.5% | +3.9% | -45.4% | -43.3% |
| 3M | -64.6% | +0.2% | -64.8% | -64.6% |
| 6M | -73.8% | -4.2% | -69.6% | -73.0% |
| YTD | -78.8% | -2.5% | -76.3% | -78.6% |
| 1Y | -86.8% | -4.0% | -82.8% | -86.5% |
| 3Y | -40.6% | +16.5% | -57.2% | -52.3% |
| 5Y | -94.7% | -27.2% | -67.5% | -93.5% |
| All | -88.6% | +0.2% | -88.7% | -86.5% |
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