-30.0%
SE vs OPEN
-88.5%
+58.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.5% | +10.2% | +2.5% |
| 7D | -1.5% | -31.0% | +29.5% | +4.9% |
| 30D | -22.3% | -41.5% | +19.2% | -15.0% |
| 3M | -41.8% | -64.6% | +22.8% | -30.2% |
| 6M | -22.4% | -73.8% | +51.4% | -2.1% |
| YTD | -41.6% | -78.8% | +37.2% | -24.4% |
| 1Y | -48.0% | -86.8% | +38.8% | -27.0% |
| 3Y | +63.9% | -40.6% | +104.5% | +11.5% |
| 5Y | -78.2% | -94.7% | +16.5% | -76.6% |
| All | -30.0% | -88.5% | +58.5% | -33.0% |
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 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