-70.8%
OPEN vs SUI
+0.9%
-71.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +1.0% |
| 7D | -4.3% | -2.8% | -1.4% | -1.7% |
| 30D | -16.2% | -1.2% | -15.0% | -15.2% |
| 3M | -36.4% | -1.7% | -34.6% | -36.2% |
| 6M | -35.5% | -10.5% | -25.0% | -29.3% |
| YTD | -46.0% | -1.8% | -44.1% | -45.9% |
| 1Y | -47.1% | -4.1% | -43.1% | -45.6% |
| 3Y | -19.0% | +11.3% | -30.3% | -32.3% |
| 5Y | -83.6% | -32.1% | -51.5% | -79.8% |
| All | -70.8% | +0.9% | -71.7% | -65.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling