-83.4%
OPEN vs SUI
+4.1%
-87.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.7% | -10.3% | -10.2% |
| 7D | -5.8% | +8.8% | -14.6% | -12.6% |
| 30D | -21.1% | +8.9% | -30.1% | -27.3% |
| 3M | -52.4% | +2.0% | -54.4% | -53.3% |
| 6M | -65.8% | -0.6% | -65.1% | -66.1% |
| YTD | -69.3% | +1.3% | -70.6% | -70.2% |
| 1Y | -75.2% | +1.3% | -76.5% | -76.0% |
| 3Y | -14.4% | +16.3% | -30.6% | -30.9% |
| 5Y | -92.0% | -25.1% | -66.9% | -90.6% |
| All | -83.4% | +4.1% | -87.6% | -81.2% |
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