-41.4%
OPEN vs URA
+35.4%
-76.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -2.7% |
| 7D | -15.0% | -1.5% | -13.5% | -14.1% |
| 30D | -40.2% | -10.4% | -29.8% | -36.5% |
| 3M | -67.4% | -29.6% | -37.8% | -60.1% |
| 6M | -74.0% | -40.3% | -33.7% | -65.2% |
| YTD | -79.6% | -25.5% | -54.1% | -76.7% |
| 1Y | -86.1% | -26.4% | -59.7% | -83.9% |
| 3Y | -41.4% | +31.4% | -72.8% | -52.4% |
| All | -41.4% | +35.4% | -76.8% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling