-70.8%
OPEN vs UUUU
+815.8%
-886.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | -4.3% | -1.4% | -2.9% | -3.7% |
| 30D | -16.2% | +16.3% | -32.5% | -21.0% |
| 3M | -36.4% | -16.7% | -19.7% | -32.7% |
| 6M | -35.5% | -33.7% | -1.8% | -27.7% |
| YTD | -46.0% | -0.5% | -45.5% | -50.3% |
| 1Y | -47.1% | +28.9% | -76.0% | -58.8% |
| 3Y | -19.0% | +99.9% | -118.9% | -50.9% |
| 5Y | -83.6% | +135.3% | -218.9% | -90.6% |
| All | -70.8% | +815.8% | -886.7% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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