-86.1%
OPEN vs TRI
-17.3%
-68.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.7% | -3.7% |
| 7D | -15.0% | -2.9% | -12.1% | -14.4% |
| 30D | -40.2% | +3.7% | -43.9% | -40.3% |
| 3M | -67.4% | +3.7% | -71.1% | -67.6% |
| 6M | -74.0% | +35.1% | -109.1% | -75.4% |
| YTD | -79.6% | -14.0% | -65.6% | -77.6% |
| 1Y | -86.1% | -19.0% | -67.1% | -83.8% |
| All | -86.1% | -17.3% | -68.8% | -83.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling