-34.6%
UPS vs OPEN
-84.0%
+49.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.6% |
| 7D | -2.1% | +1.0% | -3.1% | -2.2% |
| 30D | -2.3% | -11.9% | +9.6% | -1.6% |
| 3M | -5.2% | -28.8% | +23.6% | -3.5% |
| 6M | +1.4% | -38.6% | +40.0% | +3.9% |
| YTD | +6.1% | -47.3% | +53.5% | +9.4% |
| 1Y | +27.0% | -49.2% | +76.2% | +27.4% |
| 3Y | -25.9% | -18.8% | -7.1% | -34.4% |
| 5Y | -34.6% | -83.6% | +49.0% | -42.0% |
| All | -34.6% | -84.0% | +49.5% | -42.0% |
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 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