-74.2%
OPEN vs TRU
-10.1%
-64.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -1.2% |
| 7D | -11.4% | -2.7% | -8.7% | -9.2% |
| 30D | -20.1% | -2.0% | -18.0% | -18.9% |
| 3M | -37.6% | +18.4% | -56.0% | -47.5% |
| 6M | -47.1% | +8.9% | -55.9% | -52.0% |
| YTD | -52.1% | -8.9% | -43.2% | -50.2% |
| 1Y | -73.5% | -15.9% | -57.6% | -70.7% |
| 3Y | -24.4% | -1.1% | -23.3% | -32.9% |
| 5Y | -85.1% | -35.2% | -49.9% | -81.9% |
| All | -74.2% | -10.1% | -64.0% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling