+111.0%
SO vs OPEN
-86.9%
+197.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.3% |
| 7D | -1.1% | -21.7% | +20.6% | -1.0% |
| 30D | +8.6% | -36.5% | +45.1% | +8.9% |
| 3M | +1.8% | -59.5% | +61.3% | +2.4% |
| 6M | +3.6% | -71.9% | +75.5% | +4.4% |
| YTD | +9.9% | -75.8% | +85.8% | +10.9% |
| 1Y | +5.7% | -78.5% | +84.2% | +6.7% |
| 3Y | +52.5% | -30.2% | +82.7% | +49.8% |
| 5Y | +77.3% | -93.3% | +170.6% | +67.7% |
| All | +111.0% | -86.9% | +197.9% | +95.3% |
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 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