-87.0%
OPEN vs URI
+608.3%
-695.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.1% | -22.9% | -22.6% |
| 7D | -22.2% | -9.8% | -12.4% | -16.8% |
| 30D | -38.3% | +1.7% | -40.1% | -39.4% |
| 3M | -59.4% | -9.1% | -50.3% | -56.9% |
| 6M | -74.4% | +9.9% | -84.2% | -77.1% |
| YTD | -76.0% | +31.2% | -107.2% | -82.1% |
| 1Y | -78.7% | +25.9% | -104.6% | -83.4% |
| 3Y | -30.0% | +147.4% | -177.4% | -69.1% |
| 5Y | -93.7% | +179.7% | -273.5% | -97.6% |
| All | -87.0% | +608.3% | -695.4% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling