-27.9%
SE vs OPEN
-87.8%
+59.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.1% | +5.6% | -0.1% |
| 7D | 0.0% | -24.7% | +24.8% | +4.8% |
| 30D | -19.4% | -41.0% | +21.6% | -11.8% |
| 3M | -33.1% | -62.4% | +29.3% | -20.4% |
| 6M | -11.4% | -73.9% | +62.4% | +11.9% |
| YTD | -39.8% | -77.5% | +37.7% | -22.8% |
| 1Y | -50.5% | -83.6% | +33.1% | -33.3% |
| 3Y | +68.9% | -37.0% | +105.9% | +13.9% |
| 5Y | -77.1% | -93.3% | +16.2% | -76.4% |
| All | -27.9% | -87.8% | +59.9% | -31.6% |
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