-6.1%
RDW vs OPEN
-85.2%
+79.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | +0.9% | -11.4% | +12.3% | +3.2% |
| 30D | -21.3% | -20.1% | -1.2% | -17.9% |
| 3M | -37.9% | -37.6% | -0.3% | -32.4% |
| 6M | +12.3% | -47.1% | +59.3% | +25.7% |
| YTD | +39.7% | -52.1% | +91.9% | +60.0% |
| 1Y | +25.7% | -73.5% | +99.2% | +55.1% |
| 3Y | +230.8% | -24.4% | +255.2% | +155.1% |
| All | -6.1% | -85.2% | +79.1% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 5y: compounded portfolio wealth divided by compounded OPEN 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…
5y analysis · Full analysis span regression · 6 months rolling