-89.0%
OPEN vs URI
+655.9%
-744.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.4% | -2.7% |
| 7D | -15.0% | +6.7% | -21.7% | -18.8% |
| 30D | -40.2% | +8.9% | -49.1% | -44.1% |
| 3M | -67.4% | +0.5% | -67.9% | -67.8% |
| 6M | -74.0% | +20.7% | -94.7% | -78.3% |
| YTD | -79.6% | +40.0% | -119.6% | -85.5% |
| 1Y | -86.1% | +34.4% | -120.5% | -89.7% |
| 3Y | -41.4% | +149.5% | -190.9% | -74.1% |
| 5Y | -94.9% | +205.6% | -300.4% | -98.1% |
| All | -89.0% | +655.9% | -744.9% | -96.3% |
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