-38.9%
TLT vs OPEN
-87.3%
+48.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.1% | 0.0% |
| 7D | -1.0% | -31.1% | +30.0% | -0.5% |
| 30D | +4.1% | -34.7% | +38.8% | +4.7% |
| 3M | -0.4% | -61.9% | +61.5% | +1.1% |
| 6M | -3.2% | -71.9% | +68.7% | -1.4% |
| YTD | -3.5% | -76.6% | +73.1% | -1.6% |
| 1Y | -5.8% | -83.9% | +78.1% | -3.5% |
| 3Y | +4.6% | -34.4% | +39.0% | +2.2% |
| 5Y | -34.4% | -93.9% | +59.6% | -36.0% |
| All | -38.9% | -87.3% | +48.4% | -39.3% |
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