-84.2%
OPEN vs TRI
-10.1%
-74.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.0% |
| 7D | -2.9% | -8.4% | +5.5% | +2.7% |
| 30D | -13.8% | -6.5% | -7.3% | -10.6% |
| 3M | -30.9% | +18.6% | -49.5% | -42.2% |
| 6M | -40.9% | -10.4% | -30.5% | -38.6% |
| YTD | -48.5% | -23.7% | -24.8% | -36.5% |
| 1Y | -50.9% | -42.5% | -8.4% | -12.0% |
| 3Y | -20.6% | -19.3% | -1.4% | -20.0% |
| 5Y | -84.2% | -9.7% | -74.5% | -89.2% |
| All | -84.2% | -10.1% | -74.1% | -89.2% |
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