+5.8%
XLU vs OPEN
-38.6%
+44.4%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +0.8% | -4.3% | +5.1% | +0.9% |
| 30D | -1.3% | -16.2% | +14.9% | -1.2% |
| 3M | -1.3% | -36.4% | +35.0% | -1.0% |
| 6M | -7.6% | -35.5% | +27.8% | -7.4% |
| YTD | +2.3% | -46.0% | +48.2% | +2.8% |
| 1Y | +5.8% | -47.1% | +52.9% | +6.6% |
| All | +5.8% | -38.6% | +44.4% | +6.6% |
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