-87.4%
OPEN vs URI
+672.2%
-759.6%
-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% | +2.4% | -33.5% | -32.3% |
| 30D | -34.7% | +8.9% | -43.6% | -38.9% |
| 3M | -61.9% | +0.8% | -62.7% | -62.4% |
| 6M | -71.9% | +23.1% | -95.0% | -76.8% |
| YTD | -76.6% | +43.1% | -119.6% | -83.6% |
| 1Y | -83.9% | +35.7% | -119.6% | -88.1% |
| 3Y | -34.4% | +158.2% | -192.6% | -71.8% |
| 5Y | -93.9% | +212.6% | -306.5% | -97.8% |
| All | -87.4% | +672.2% | -759.6% | -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