-78.7%
OPEN vs URI
+26.0%
-104.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.1% | -22.9% | -22.2% |
| 7D | -22.2% | -9.8% | -12.4% | -19.6% |
| 30D | -38.3% | +1.7% | -40.1% | -38.9% |
| 3M | -59.4% | -9.1% | -50.3% | -58.3% |
| 6M | -74.4% | +9.9% | -84.2% | -75.8% |
| YTD | -76.0% | +31.2% | -107.2% | -81.9% |
| 1Y | -78.7% | +25.9% | -104.6% | -80.9% |
| All | -78.7% | +26.0% | -104.6% | -80.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling