+11.1%
SMR vs OPEN
-63.4%
+74.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -2.5% | +17.8% | +15.7% |
| 7D | +21.4% | +1.0% | +20.4% | +21.1% |
| 30D | +13.8% | -11.9% | +25.8% | +16.3% |
| 3M | +3.9% | -28.8% | +32.7% | +9.2% |
| 6M | -4.2% | -38.6% | +34.4% | +3.0% |
| YTD | -21.1% | -47.3% | +26.2% | -13.3% |
| 1Y | -67.1% | -49.2% | -17.9% | -65.0% |
| 3Y | +88.9% | -18.8% | +107.6% | +58.5% |
| All | +11.1% | -63.4% | +74.5% | -9.2% |
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