-44.4%
TOST vs OPEN
-92.7%
+48.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | +4.0% | -21.7% | +25.7% | +8.4% |
| 30D | +11.1% | -36.5% | +47.5% | +20.3% |
| 3M | +0.8% | -59.5% | +60.4% | +19.0% |
| 6M | +38.8% | -71.9% | +110.7% | +74.1% |
| YTD | -2.1% | -75.8% | +73.7% | +24.3% |
| 1Y | -6.0% | -78.5% | +72.5% | +20.3% |
| 3Y | +149.8% | -30.2% | +180.0% | +62.3% |
| 5Y | -42.8% | -93.3% | +50.5% | -42.3% |
| All | -44.4% | -92.7% | +48.3% | -47.4% |
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