-74.1%
OPEN vs TRI
+59.3%
-133.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -5.8% |
| 7D | -10.5% | -14.4% | +3.8% | -0.8% |
| 30D | -21.8% | -8.1% | -13.7% | -17.9% |
| 3M | -37.5% | +17.5% | -55.0% | -47.1% |
| 6M | -44.1% | -5.0% | -39.2% | -45.1% |
| YTD | -52.0% | -24.7% | -27.3% | -41.8% |
| 1Y | -52.2% | -41.5% | -10.7% | -22.2% |
| 3Y | -25.9% | -20.3% | -5.6% | -19.7% |
| 5Y | -85.1% | -10.9% | -74.1% | -86.9% |
| All | -74.1% | +59.3% | -133.3% | -83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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