-69.4%
SMR vs OPEN
-50.2%
-19.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.8% |
| 7D | +13.1% | -2.9% | +16.0% | +13.8% |
| 30D | +17.8% | -13.8% | +31.5% | +22.0% |
| 3M | +8.1% | -30.9% | +39.0% | +16.7% |
| 6M | -11.1% | -40.9% | +29.8% | -1.0% |
| YTD | -23.7% | -48.5% | +24.8% | -13.1% |
| 1Y | -69.4% | -50.9% | -18.5% | -64.5% |
| All | -69.4% | -50.2% | -19.2% | -64.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling