-44.5%
TOST vs OPEN
-92.7%
+48.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -21.8% | +20.4% | +2.9% |
| 7D | +9.4% | -22.2% | +31.7% | +14.1% |
| 30D | +13.5% | -38.3% | +51.8% | +23.6% |
| 3M | -0.1% | -59.4% | +59.2% | +17.7% |
| 6M | +22.5% | -74.4% | +96.8% | +56.7% |
| YTD | -2.4% | -76.0% | +73.6% | +24.1% |
| 1Y | -4.7% | -78.7% | +74.0% | +22.2% |
| 3Y | +103.2% | -30.0% | +133.2% | +31.4% |
| 5Y | -41.2% | -93.7% | +52.5% | -41.6% |
| All | -44.5% | -92.7% | +48.2% | -47.5% |
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