+17.2%
XLI vs OPEN
-38.6%
+55.8%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.4% |
| 7D | -1.1% | -4.3% | +3.2% | -0.9% |
| 30D | -5.9% | -16.2% | +10.3% | -5.5% |
| 3M | -0.3% | -36.4% | +36.1% | +0.9% |
| 6M | +0.1% | -35.5% | +35.6% | +1.1% |
| YTD | +13.6% | -46.0% | +59.6% | +15.1% |
| 1Y | +17.2% | -47.1% | +64.3% | +18.8% |
| All | +17.2% | -38.6% | +55.8% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling