-16.8%
OPEN vs URI
+113.1%
-129.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.4% |
| 7D | -4.3% | -2.0% | -2.3% | -3.0% |
| 30D | -16.2% | -12.9% | -3.3% | -8.4% |
| 3M | -36.4% | -6.7% | -29.6% | -34.8% |
| 6M | -35.5% | +19.0% | -54.4% | -46.9% |
| YTD | -46.0% | +25.5% | -71.5% | -58.1% |
| 1Y | -47.1% | +5.5% | -52.7% | -52.4% |
| All | -16.8% | +113.1% | -129.9% | -66.8% |
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 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