-87.0%
OPEN vs URA
+273.4%
-360.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +4.4% | -26.2% | -24.6% |
| 7D | -22.2% | -4.1% | -18.1% | -20.7% |
| 30D | -38.3% | -19.0% | -19.3% | -29.8% |
| 3M | -59.4% | -25.1% | -34.2% | -51.4% |
| 6M | -74.4% | -44.5% | -29.9% | -63.0% |
| YTD | -76.0% | -24.3% | -51.7% | -72.6% |
| 1Y | -78.7% | -28.1% | -50.5% | -74.7% |
| 3Y | -30.0% | +40.7% | -70.7% | -51.7% |
| 5Y | -93.7% | +35.5% | -129.2% | -95.7% |
| All | -87.0% | +273.4% | -360.5% | -94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling