+80.9%
XLI vs OPEN
-84.0%
+164.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -1.4% |
| 7D | -0.6% | -2.9% | +2.3% | -0.4% |
| 30D | -6.9% | -13.8% | +6.9% | -6.3% |
| 3M | -1.9% | -30.9% | +28.9% | -0.4% |
| 6M | +1.0% | -40.9% | +42.0% | +3.2% |
| YTD | +11.3% | -48.5% | +59.9% | +14.2% |
| 1Y | +15.8% | -50.9% | +66.7% | +16.6% |
| 3Y | +69.8% | -20.6% | +90.4% | +54.9% |
| 5Y | +80.9% | -84.2% | +165.0% | +66.1% |
| All | +80.9% | -84.0% | +164.8% | +66.1% |
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