-83.4%
OPEN vs URI
+600.4%
-683.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -7.1% | -2.5% | -4.6% |
| 7D | -5.8% | -12.9% | +7.1% | +3.7% |
| 30D | -21.1% | -3.4% | -17.7% | -19.6% |
| 3M | -52.4% | -10.0% | -42.4% | -49.0% |
| 6M | -65.8% | +12.2% | -78.0% | -69.8% |
| YTD | -69.3% | +29.8% | -99.0% | -76.9% |
| 1Y | -75.2% | +24.6% | -99.8% | -80.6% |
| 3Y | -14.4% | +137.6% | -151.9% | -60.9% |
| 5Y | -92.0% | +176.6% | -268.6% | -96.9% |
| All | -83.4% | +600.4% | -683.9% | -94.0% |
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