+166.7%
SPY vs OPEN
-72.1%
+238.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.3% |
| 7D | -0.4% | -2.9% | +2.6% | -0.2% |
| 30D | -1.4% | -13.8% | +12.4% | -0.6% |
| 3M | +3.7% | -30.9% | +34.6% | +5.7% |
| 6M | +13.0% | -40.9% | +53.9% | +15.8% |
| YTD | +12.4% | -48.5% | +60.9% | +15.7% |
| 1Y | +18.5% | -50.9% | +69.4% | +19.5% |
| 3Y | +77.6% | -20.6% | +98.3% | +60.3% |
| 5Y | +81.7% | -84.2% | +165.8% | +66.5% |
| All | +166.7% | -72.1% | +238.8% | +132.7% |
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