-9.9%
XYZ vs OPEN
-86.9%
+77.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.5% |
| 7D | +14.9% | -21.7% | +36.6% | +20.2% |
| 30D | +14.7% | -36.5% | +51.1% | +24.9% |
| 3M | +12.1% | -59.5% | +71.6% | +33.8% |
| 6M | +18.3% | -71.9% | +90.2% | +50.8% |
| YTD | +36.1% | -75.8% | +111.9% | +75.8% |
| 1Y | +35.3% | -78.5% | +113.8% | +75.9% |
| 3Y | +73.5% | -30.2% | +103.7% | +14.9% |
| 5Y | -61.6% | -93.3% | +31.7% | -59.5% |
| All | -9.9% | -86.9% | +77.0% | -20.1% |
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