-94.7%
OPEN vs TRI
+0.5%
-95.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -68.7% |
| 6M | -74.0% | +35.1% | -109.1% | -80.7% |
| YTD | -79.6% | -14.0% | -65.6% | -76.9% |
| 1Y | -86.1% | -19.0% | -67.1% | -83.0% |
| 3Y | -41.4% | -12.0% | -29.4% | -43.1% |
| All | -94.7% | +0.5% | -95.2% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling