+163.6%
XLF vs OPEN
-74.0%
+237.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.3% | 0.0% |
| 7D | -2.9% | -10.5% | +7.7% | -2.4% |
| 30D | -1.6% | -21.8% | +20.2% | -0.6% |
| 3M | +9.3% | -37.5% | +46.8% | +11.3% |
| 6M | +14.6% | -44.1% | +58.7% | +17.0% |
| YTD | +4.7% | -52.0% | +56.7% | +7.4% |
| 1Y | +8.6% | -52.2% | +60.9% | +9.5% |
| 3Y | +73.9% | -25.9% | +99.8% | +61.6% |
| 5Y | +65.0% | -85.1% | +150.1% | +51.2% |
| All | +163.6% | -74.0% | +237.5% | +134.2% |
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