-52.1%
SMR vs OPEN
-85.3%
+33.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -9.5% | +1.7% | -6.3% |
| 7D | +10.3% | -31.0% | +41.3% | +15.8% |
| 30D | -25.7% | -41.5% | +15.7% | -20.0% |
| 3M | -49.7% | -64.6% | +14.9% | -41.3% |
| 6M | -59.8% | -73.8% | +13.9% | -51.0% |
| YTD | -66.0% | -78.8% | +12.8% | -57.3% |
| 1Y | -81.4% | -86.8% | +5.4% | -75.2% |
| 3Y | +130.6% | -40.6% | +171.2% | +113.1% |
| All | -52.1% | -85.3% | +33.2% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling