-86.9%
OPEN vs URI
+657.0%
-744.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.2% | -4.1% |
| 7D | -21.7% | -4.0% | -17.6% | -19.9% |
| 30D | -36.5% | +6.8% | -43.3% | -39.8% |
| 3M | -59.5% | -2.8% | -56.7% | -59.1% |
| 6M | -71.9% | +20.9% | -92.7% | -76.6% |
| YTD | -75.8% | +40.2% | -116.1% | -82.9% |
| 1Y | -78.5% | +34.1% | -112.6% | -84.1% |
| 3Y | -30.2% | +164.1% | -194.3% | -70.6% |
| 5Y | -93.3% | +199.3% | -292.6% | -97.5% |
| All | -86.9% | +657.0% | -744.0% | -95.6% |
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