-36.6%
ADBE vs OPEN
-70.7%
+34.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.4% | -6.8% |
| 7D | -8.6% | -4.3% | -4.3% | -8.2% |
| 30D | +2.8% | -16.2% | +19.0% | +4.3% |
| 3M | +3.1% | -36.4% | +39.5% | +6.9% |
| 6M | -2.4% | -35.5% | +33.0% | +0.6% |
| YTD | -23.9% | -46.0% | +22.1% | -20.7% |
| 1Y | -22.6% | -47.1% | +24.6% | -22.7% |
| 3Y | -52.7% | -19.0% | -33.7% | -60.7% |
| 5Y | -60.0% | -83.6% | +23.6% | -63.8% |
| All | -36.6% | -70.7% | +34.1% | -48.0% |
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