+44.2%
XLU vs OPEN
-85.2%
+129.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.6% | -11.4% | +9.8% | -1.3% |
| 30D | -3.3% | -20.1% | +16.7% | -2.8% |
| 3M | -3.2% | -37.6% | +34.4% | -2.2% |
| 6M | -7.0% | -47.1% | +40.1% | -5.8% |
| YTD | +0.6% | -52.1% | +52.8% | +2.0% |
| 1Y | +2.4% | -73.5% | +75.9% | +5.0% |
| 3Y | +46.3% | -24.4% | +70.6% | +39.6% |
| All | +44.2% | -85.2% | +129.5% | +31.8% |
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