+108.3%
USB vs OPEN
-81.6%
+189.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +13.8% | -11.9% | +1.1% |
| 7D | +2.4% | +3.7% | -1.3% | +2.2% |
| 30D | +6.6% | -14.3% | +20.9% | +7.3% |
| 3M | -4.1% | -51.9% | +47.9% | -0.5% |
| 6M | +12.5% | -61.4% | +73.9% | +17.7% |
| YTD | +17.6% | -66.0% | +83.7% | +23.4% |
| 1Y | +36.5% | -71.4% | +107.9% | +43.8% |
| 3Y | +95.4% | -5.3% | +100.7% | +77.1% |
| 5Y | +26.1% | -91.7% | +117.9% | +11.6% |
| All | +108.3% | -81.6% | +189.9% | +72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling