-25.9%
UPS vs OPEN
-19.6%
-6.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.7% |
| 7D | -2.1% | +1.0% | -3.1% | -2.2% |
| 30D | -2.3% | -11.9% | +9.6% | -1.8% |
| 3M | -5.2% | -28.8% | +23.6% | -4.0% |
| 6M | +1.4% | -38.6% | +40.0% | +3.2% |
| YTD | +6.1% | -47.3% | +53.5% | +8.4% |
| 1Y | +27.0% | -49.2% | +76.2% | +27.3% |
| 3Y | -25.9% | -18.8% | -7.1% | -34.0% |
| All | -25.9% | -19.6% | -6.3% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling