+84.6%
XLV vs OPEN
-72.1%
+156.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.3% |
| 7D | -3.7% | -2.9% | -0.8% | -3.6% |
| 30D | -1.1% | -13.8% | +12.7% | -0.7% |
| 3M | +8.2% | -30.9% | +39.1% | +9.2% |
| 6M | +8.9% | -40.9% | +49.9% | +10.2% |
| YTD | +8.5% | -48.5% | +57.1% | +10.1% |
| 1Y | +22.3% | -50.9% | +73.2% | +22.6% |
| 3Y | +32.6% | -20.6% | +53.3% | +25.5% |
| 5Y | +34.4% | -84.2% | +118.5% | +27.5% |
| All | +84.6% | -72.1% | +156.7% | +72.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling