-2.3%
XLI vs OPEN
-74.7%
+72.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.3% | -0.2% |
| 7D | +3.8% | -15.0% | +18.8% | +4.5% |
| 30D | +1.0% | -40.2% | +41.2% | +3.2% |
| 3M | -8.9% | -67.4% | +58.5% | -4.1% |
| 6M | -2.3% | -74.0% | +71.7% | +3.3% |
| All | -2.3% | -74.7% | +72.4% | +3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling