-70.8%
OPEN vs TRI
+75.8%
-146.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.1% | +4.4% |
| 7D | -4.3% | -0.5% | -3.7% | -4.3% |
| 30D | -16.2% | +7.9% | -24.1% | -21.3% |
| 3M | -36.4% | +24.1% | -60.4% | -47.8% |
| 6M | -35.5% | +3.8% | -39.3% | -40.4% |
| YTD | -46.0% | -16.9% | -29.1% | -38.8% |
| 1Y | -47.1% | -38.4% | -8.8% | -15.2% |
| 3Y | -19.0% | -12.2% | -6.8% | -17.7% |
| 5Y | -83.6% | -1.8% | -81.8% | -86.5% |
| All | -70.8% | +75.8% | -146.7% | -82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling