+29.9%
SPGI vs OPEN
-42.5%
+72.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +1.2% |
| 7D | +1.2% | -15.0% | +16.2% | +1.8% |
| 30D | +15.9% | -40.2% | +56.1% | +17.9% |
| 3M | +12.3% | -67.4% | +79.7% | +16.5% |
| 6M | +23.7% | -74.0% | +97.7% | +29.1% |
| YTD | -3.5% | -79.6% | +76.0% | +1.2% |
| 1Y | +0.4% | -86.1% | +86.5% | +6.3% |
| 3Y | +29.9% | -41.4% | +71.3% | +27.9% |
| All | +29.9% | -42.5% | +72.4% | +27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling