-87.0%
OPEN vs SUI
+2.6%
-89.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.5% | -20.3% | -20.4% |
| 7D | -22.2% | +6.2% | -28.4% | -26.0% |
| 30D | -38.3% | +8.6% | -46.9% | -42.8% |
| 3M | -59.4% | +1.0% | -60.4% | -59.6% |
| 6M | -74.4% | -2.6% | -71.8% | -74.0% |
| YTD | -76.0% | -0.1% | -75.9% | -76.3% |
| 1Y | -78.7% | +0.5% | -79.1% | -79.1% |
| 3Y | -30.0% | +15.3% | -45.3% | -42.9% |
| 5Y | -93.7% | -26.1% | -67.6% | -92.5% |
| All | -87.0% | +2.6% | -89.7% | -85.0% |
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