+98.3%
USB vs OPEN
-17.1%
+115.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | +1.4% | -4.3% | +5.7% | +1.7% |
| 30D | -1.3% | -16.2% | +14.9% | -0.3% |
| 3M | +15.2% | -36.4% | +51.6% | +18.0% |
| 6M | +18.8% | -35.5% | +54.3% | +21.2% |
| YTD | +21.0% | -46.0% | +67.0% | +24.4% |
| 1Y | +34.0% | -47.1% | +81.2% | +34.4% |
| All | +98.3% | -17.1% | +115.4% | +73.7% |
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 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