+36.2%
UPS vs OPEN
-88.9%
+125.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.6% | +5.5% | +2.0% |
| 7D | +3.8% | -15.0% | +18.8% | +4.7% |
| 30D | +17.4% | -40.2% | +57.6% | +20.5% |
| 3M | +8.2% | -67.4% | +75.6% | +14.9% |
| 6M | +17.9% | -74.0% | +92.0% | +26.4% |
| YTD | +18.7% | -79.6% | +98.3% | +28.3% |
| 1Y | +24.8% | -86.1% | +110.9% | +37.5% |
| 3Y | -4.5% | -41.4% | +36.8% | -13.2% |
| 5Y | -33.2% | -94.9% | +61.6% | -37.0% |
| All | +36.2% | -88.9% | +125.1% | +25.1% |
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