-16.8%
OPEN vs TRI
-17.7%
+0.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.5% | +4.0% | +0.4% |
| 7D | +1.0% | -7.1% | +8.1% | +4.1% |
| 30D | -11.9% | -2.3% | -9.6% | -11.5% |
| 3M | -28.8% | +19.6% | -48.3% | -36.4% |
| 6M | -38.6% | -8.7% | -29.9% | -36.4% |
| YTD | -47.3% | -22.3% | -25.1% | -36.6% |
| 1Y | -49.2% | -40.7% | -8.5% | -18.6% |
| All | -16.8% | -17.7% | +0.9% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling