+167.4%
XLI vs OPEN
-74.0%
+241.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +5.9% | -0.4% |
| 7D | -2.3% | -10.5% | +8.2% | -1.8% |
| 30D | -8.2% | -21.8% | +13.6% | -7.1% |
| 3M | +0.8% | -37.5% | +38.3% | +2.8% |
| 6M | +0.8% | -44.1% | +45.0% | +3.1% |
| YTD | +10.5% | -52.0% | +62.5% | +13.5% |
| 1Y | +14.1% | -52.2% | +66.3% | +15.0% |
| 3Y | +68.6% | -25.9% | +94.5% | +55.7% |
| 5Y | +80.4% | -85.1% | +165.5% | +67.0% |
| All | +167.4% | -74.0% | +241.3% | +133.9% |
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