-84.0%
OPEN vs SUI
-32.0%
-52.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +1.0% |
| 7D | -4.3% | -2.8% | -1.4% | -1.2% |
| 30D | -16.2% | -1.2% | -15.0% | -15.0% |
| 3M | -36.4% | -1.7% | -34.6% | -36.2% |
| 6M | -35.5% | -10.5% | -25.0% | -28.2% |
| YTD | -46.0% | -1.8% | -44.1% | -46.1% |
| 1Y | -47.1% | -4.1% | -43.1% | -45.5% |
| 3Y | -19.0% | +11.3% | -30.3% | -37.5% |
| All | -84.0% | -32.0% | -52.0% | -78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling