+151.8%
RIG vs OPEN
-88.9%
+240.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.6% | +7.8% | +4.4% |
| 7D | +5.7% | -15.0% | +20.7% | +7.0% |
| 30D | -0.7% | -40.2% | +39.5% | +2.6% |
| 3M | -3.1% | -67.4% | +64.3% | +5.0% |
| 6M | -16.3% | -74.0% | +57.7% | -8.2% |
| YTD | +34.1% | -79.6% | +113.7% | +49.2% |
| 1Y | +38.2% | -86.1% | +124.3% | +58.2% |
| 3Y | -15.3% | -41.4% | +26.1% | -27.8% |
| 5Y | +62.5% | -94.9% | +157.3% | +65.6% |
| All | +151.8% | -88.9% | +240.7% | +71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling