+107.4%
USB vs OPEN
-87.8%
+195.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.1% | +6.8% | +0.1% |
| 7D | +1.4% | -24.7% | +26.1% | +2.8% |
| 30D | +6.4% | -41.0% | +47.4% | +9.2% |
| 3M | -4.5% | -62.4% | +57.9% | +0.3% |
| 6M | +11.4% | -73.9% | +85.2% | +18.9% |
| YTD | +17.1% | -77.5% | +94.6% | +25.4% |
| 1Y | +32.6% | -83.6% | +116.2% | +43.9% |
| 3Y | +101.8% | -37.0% | +138.9% | +86.8% |
| 5Y | +25.1% | -93.3% | +118.4% | +13.5% |
| All | +107.4% | -87.8% | +195.2% | +75.4% |
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