-33.1%
UPS vs OPEN
-93.7%
+60.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.7% | +2.4% |
| 7D | +1.1% | -21.7% | +22.8% | +2.6% |
| 30D | +17.3% | -36.5% | +53.8% | +20.4% |
| 3M | +7.9% | -59.5% | +67.4% | +13.8% |
| 6M | +13.7% | -71.9% | +85.6% | +22.3% |
| YTD | +17.2% | -75.8% | +93.0% | +26.5% |
| 1Y | +23.2% | -78.5% | +101.7% | +33.3% |
| 3Y | -5.9% | -30.2% | +24.3% | -17.4% |
| 5Y | -33.1% | -93.3% | +60.2% | -35.7% |
| All | -33.1% | -93.7% | +60.6% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling