-30.0%
OPEN vs URI
+138.8%
-168.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.1% | -22.9% | -22.5% |
| 7D | -22.2% | -9.8% | -12.4% | -17.5% |
| 30D | -38.3% | +1.7% | -40.1% | -39.3% |
| 3M | -59.4% | -9.1% | -50.3% | -57.2% |
| 6M | -74.4% | +9.9% | -84.2% | -76.8% |
| YTD | -76.0% | +31.2% | -107.2% | -81.7% |
| 1Y | -78.7% | +25.9% | -104.6% | -83.0% |
| 3Y | -30.0% | +147.4% | -177.4% | -72.6% |
| All | -30.0% | +138.8% | -168.8% | -72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling