+73.5%
XLU vs OPEN
-74.0%
+147.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.6% | -11.4% | +9.8% | -1.4% |
| 30D | -3.3% | -20.1% | +16.7% | -2.9% |
| 3M | -3.2% | -37.6% | +34.4% | -2.3% |
| 6M | -7.0% | -47.1% | +40.1% | -5.9% |
| YTD | +0.6% | -52.1% | +52.8% | +1.8% |
| 1Y | +2.4% | -73.5% | +75.9% | +4.6% |
| 3Y | +46.3% | -24.4% | +70.6% | +40.8% |
| 5Y | +44.0% | -85.1% | +129.1% | +34.4% |
| All | +73.5% | -74.0% | +147.5% | +57.3% |
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 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