-5.9%
UPS vs OPEN
-35.0%
+29.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.7% | +2.4% |
| 7D | +1.1% | -21.7% | +22.8% | +2.2% |
| 30D | +17.3% | -36.5% | +53.8% | +19.5% |
| 3M | +7.9% | -59.5% | +67.4% | +12.0% |
| 6M | +13.7% | -71.9% | +85.6% | +19.6% |
| YTD | +17.2% | -75.8% | +93.0% | +23.6% |
| 1Y | +23.2% | -78.5% | +101.7% | +30.1% |
| 3Y | -5.9% | -30.2% | +24.3% | -19.3% |
| All | -5.9% | -35.0% | +29.2% | -19.3% |
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