+22.7%
USB vs OPEN
-92.5%
+115.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.6% | +7.5% | -1.4% |
| 7D | -1.5% | -5.8% | +4.3% | -1.1% |
| 30D | +4.3% | -21.1% | +25.4% | +5.7% |
| 3M | -6.1% | -52.4% | +46.3% | -1.7% |
| 6M | +9.4% | -65.8% | +75.2% | +16.6% |
| YTD | +15.2% | -69.3% | +84.5% | +22.9% |
| 1Y | +32.8% | -75.2% | +108.0% | +42.9% |
| 3Y | +91.3% | -14.4% | +105.7% | +68.0% |
| 5Y | +22.7% | -92.0% | +114.6% | +12.5% |
| All | +22.7% | -92.5% | +115.1% | +12.5% |
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