+6.4%
SE vs OPEN
-71.4%
+77.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.6% |
| 7D | +0.6% | +1.0% | -0.4% | +0.4% |
| 30D | -0.1% | -11.9% | +11.8% | +2.3% |
| 3M | +34.1% | -28.8% | +62.9% | +42.0% |
| 6M | +23.2% | -38.6% | +61.8% | +33.4% |
| YTD | -11.2% | -47.3% | +36.2% | -1.9% |
| 1Y | -40.5% | -49.2% | +8.6% | -39.2% |
| 3Y | +196.3% | -18.8% | +215.1% | +103.8% |
| 5Y | -67.0% | -83.6% | +16.6% | -71.3% |
| All | +6.4% | -71.4% | +77.9% | -13.1% |
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