+4.4%
RDW vs OPEN
-89.6%
+94.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.3% | +2.8% |
| 7D | +4.8% | -10.5% | +15.4% | +6.9% |
| 30D | -19.5% | -21.8% | +2.2% | -16.0% |
| 3M | -26.9% | -37.5% | +10.6% | -21.0% |
| 6M | +17.8% | -44.1% | +61.9% | +29.7% |
| YTD | +43.0% | -52.0% | +95.0% | +62.2% |
| 1Y | +32.1% | -52.2% | +84.3% | +39.9% |
| 3Y | +250.6% | -25.9% | +276.6% | +179.2% |
| 5Y | -6.6% | -85.1% | +78.5% | -17.0% |
| All | +4.4% | -89.6% | +94.1% | -6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling