-87.4%
OPEN vs URI
+673.6%
-761.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.2% | 0.0% | +1.3% |
| 7D | -31.1% | +2.6% | -33.6% | -32.4% |
| 30D | -34.7% | +9.1% | -43.8% | -39.0% |
| 3M | -61.9% | +1.0% | -62.9% | -62.5% |
| 6M | -71.9% | +23.3% | -95.2% | -76.9% |
| YTD | -76.6% | +43.3% | -119.9% | -83.6% |
| 1Y | -83.9% | +35.9% | -119.8% | -88.2% |
| 3Y | -34.4% | +158.6% | -193.0% | -71.8% |
| 5Y | -93.9% | +213.1% | -307.1% | -97.8% |
| All | -87.4% | +673.6% | -761.0% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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