+12.1%
XLI vs OPEN
-82.9%
+95.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +1.1% |
| 7D | +0.9% | -31.1% | +32.0% | +3.0% |
| 30D | +1.1% | -34.7% | +35.8% | +3.4% |
| 3M | -7.7% | -61.9% | +54.2% | -2.1% |
| 6M | -1.8% | -71.9% | +70.0% | +5.7% |
| YTD | +11.1% | -76.6% | +87.7% | +20.7% |
| 1Y | +12.1% | -83.9% | +96.0% | +24.0% |
| All | +12.1% | -82.9% | +95.0% | +24.0% |
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