-71.4%
OPEN vs URA
-32.2%
-39.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -1.1% | +14.9% | +14.5% |
| 7D | +3.7% | -10.5% | +14.2% | +11.1% |
| 30D | -14.3% | -18.6% | +4.4% | -2.7% |
| 3M | -51.9% | -23.0% | -28.9% | -43.5% |
| 6M | -61.4% | -40.3% | -21.1% | -46.8% |
| YTD | -66.0% | -23.5% | -42.6% | -65.8% |
| 1Y | -71.4% | -31.1% | -40.3% | -67.0% |
| All | -71.4% | -32.2% | -39.2% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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