+73.8%
XLI vs OPEN
-94.2%
+168.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +1.1% |
| 7D | +0.9% | -31.1% | +32.0% | +2.7% |
| 30D | +1.1% | -34.7% | +35.8% | +3.0% |
| 3M | -7.7% | -61.9% | +54.2% | -3.4% |
| 6M | -1.8% | -71.9% | +70.0% | +4.0% |
| YTD | +11.1% | -76.6% | +87.7% | +18.3% |
| 1Y | +12.1% | -83.9% | +96.0% | +21.4% |
| 3Y | +73.8% | -34.4% | +108.2% | +57.7% |
| 5Y | +73.8% | -93.9% | +167.7% | +82.3% |
| All | +73.8% | -94.2% | +168.0% | +82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling