+518.0%
SOXX vs OPEN
-74.0%
+592.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +1.9% |
| 7D | +1.4% | -11.4% | +12.8% | +2.8% |
| 30D | -3.6% | -20.1% | +16.5% | -1.1% |
| 3M | -10.2% | -37.6% | +27.4% | -5.5% |
| 6M | +54.2% | -47.1% | +101.3% | +64.6% |
| YTD | +75.2% | -52.1% | +127.4% | +88.0% |
| 1Y | +107.5% | -73.5% | +181.0% | +133.4% |
| 3Y | +226.8% | -24.4% | +251.2% | +170.1% |
| 5Y | +251.2% | -85.1% | +336.3% | +216.7% |
| All | +518.0% | -74.0% | +592.0% | +416.1% |
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