+133.4%
SPOT vs OPEN
-74.0%
+207.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.8% |
| 7D | -3.1% | -11.4% | +8.4% | -1.6% |
| 30D | +7.4% | -20.1% | +27.4% | +10.3% |
| 3M | +8.2% | -37.6% | +45.8% | +14.0% |
| 6M | +2.2% | -47.1% | +49.3% | +9.3% |
| YTD | -9.5% | -52.1% | +42.7% | -2.8% |
| 1Y | -23.8% | -73.5% | +49.6% | -13.9% |
| 3Y | +233.5% | -24.4% | +257.9% | +155.9% |
| 5Y | +112.2% | -85.1% | +197.3% | +96.6% |
| All | +133.4% | -74.0% | +207.4% | +102.0% |
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