-78.3%
TE vs OPEN
-87.3%
+9.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.0% |
| 7D | -22.0% | -31.1% | +9.1% | -16.1% |
| 30D | -33.6% | -34.7% | +1.0% | -28.2% |
| 3M | -61.1% | -61.9% | +0.8% | -52.8% |
| 6M | -64.7% | -71.9% | +7.1% | -54.5% |
| YTD | -68.1% | -76.6% | +8.5% | -58.2% |
| 1Y | -51.7% | -83.9% | +32.2% | -31.9% |
| 3Y | +42.0% | -34.4% | +76.4% | +18.8% |
| 5Y | -80.8% | -93.9% | +13.1% | -81.2% |
| All | -78.3% | -87.3% | +9.0% | -78.7% |
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