+1.8%
SPGI vs OPEN
-81.0%
+82.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -21.8% | +20.8% | +0.7% |
| 7D | +0.3% | -22.2% | +22.5% | +1.9% |
| 30D | +18.4% | -38.3% | +56.7% | +22.0% |
| 3M | +15.7% | -59.4% | +75.1% | +22.4% |
| 6M | +17.3% | -74.4% | +91.6% | +26.9% |
| YTD | -4.7% | -76.0% | +71.3% | +3.1% |
| 1Y | +1.8% | -78.7% | +80.5% | +9.9% |
| All | +1.8% | -81.0% | +82.8% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling