+100.7%
SO vs OPEN
-71.4%
+172.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +1.0% |
| 7D | +1.0% | +1.0% | 0.0% | +1.0% |
| 30D | -3.2% | -11.9% | +8.7% | -3.1% |
| 3M | -1.7% | -28.8% | +27.1% | -1.5% |
| 6M | -7.2% | -38.6% | +31.4% | -7.0% |
| YTD | +4.6% | -47.3% | +51.9% | +4.9% |
| 1Y | +1.2% | -49.2% | +50.4% | +1.2% |
| 3Y | +45.3% | -18.8% | +64.1% | +42.7% |
| 5Y | +58.7% | -83.6% | +142.3% | +49.8% |
| All | +100.7% | -71.4% | +172.1% | +84.8% |
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