+282.8%
XLK vs OPEN
-74.0%
+356.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +0.2% | -11.4% | +11.6% | +1.2% |
| 30D | -0.6% | -20.1% | +19.4% | +1.2% |
| 3M | +2.6% | -37.6% | +40.1% | +6.3% |
| 6M | +34.0% | -47.1% | +81.0% | +40.3% |
| YTD | +30.7% | -52.1% | +82.8% | +37.3% |
| 1Y | +39.2% | -73.5% | +112.7% | +51.2% |
| 3Y | +120.4% | -24.4% | +144.8% | +91.3% |
| 5Y | +148.8% | -85.1% | +233.9% | +125.9% |
| All | +282.8% | -74.0% | +356.9% | +228.2% |
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