-89.0%
OPEN vs TRI
+81.9%
-170.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.7% | -3.7% |
| 7D | -15.0% | -2.9% | -12.1% | -13.4% |
| 30D | -40.2% | +3.7% | -43.9% | -41.5% |
| 3M | -67.4% | +3.7% | -71.1% | -68.6% |
| 6M | -74.0% | +35.1% | -109.1% | -80.6% |
| YTD | -79.6% | -14.0% | -65.6% | -77.5% |
| 1Y | -86.1% | -19.0% | -67.1% | -83.6% |
| 3Y | -41.4% | -12.0% | -29.4% | -39.9% |
| 5Y | -94.9% | +0.6% | -95.5% | -95.8% |
| All | -89.0% | +81.9% | -170.9% | -93.6% |
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