-52.2%
OPEN vs TRU
-17.6%
-34.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.5% | -6.6% |
| 7D | -10.5% | -9.4% | -1.2% | -4.9% |
| 30D | -21.8% | -4.1% | -17.7% | -19.9% |
| 3M | -37.5% | +13.6% | -51.1% | -43.2% |
| 6M | -44.1% | +3.6% | -47.7% | -46.0% |
| YTD | -52.0% | -9.8% | -42.2% | -48.4% |
| 1Y | -52.2% | -13.6% | -38.6% | -45.2% |
| All | -52.2% | -17.6% | -34.6% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling