-87.9%
OPEN vs SUI
+1.7%
-89.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.9% | -6.2% | -6.3% |
| 7D | -24.7% | +3.4% | -28.1% | -26.5% |
| 30D | -41.0% | +4.6% | -45.6% | -43.2% |
| 3M | -62.4% | +1.6% | -63.9% | -62.8% |
| 6M | -73.9% | -3.5% | -70.4% | -73.3% |
| YTD | -77.5% | -1.0% | -76.5% | -77.6% |
| 1Y | -83.6% | -1.7% | -81.8% | -83.5% |
| 3Y | -37.0% | +18.4% | -55.4% | -50.1% |
| 5Y | -93.3% | -26.3% | -66.9% | -91.9% |
| All | -87.9% | +1.7% | -89.6% | -85.9% |
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