-46.4%
TOST vs OPEN
-93.6%
+47.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.5% | +7.8% | +0.2% |
| 7D | -4.7% | -31.0% | +26.3% | +1.9% |
| 30D | +8.5% | -41.5% | +50.0% | +19.3% |
| 3M | -1.6% | -64.6% | +63.0% | +19.0% |
| 6M | +44.1% | -73.8% | +117.9% | +83.0% |
| YTD | -5.6% | -78.8% | +73.2% | +22.8% |
| 1Y | -12.6% | -86.8% | +74.2% | +23.8% |
| 3Y | +137.6% | -40.6% | +178.2% | +59.9% |
| 5Y | -30.4% | -94.7% | +64.3% | -29.0% |
| All | -46.4% | -93.6% | +47.2% | -48.0% |
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