+20.4%
XLV vs OPEN
-63.3%
+83.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -3.6% | -11.4% | +7.9% | -3.4% |
| 30D | -1.8% | -20.1% | +18.2% | -1.6% |
| 3M | +7.8% | -37.6% | +45.4% | +8.1% |
| 6M | +9.1% | -47.1% | +56.2% | +9.5% |
| YTD | +7.7% | -52.1% | +59.9% | +8.2% |
| 1Y | +20.4% | -73.5% | +93.9% | +20.9% |
| All | +20.4% | -63.3% | +83.8% | +20.9% |
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