+46.2%
ADP vs OPEN
-40.3%
+86.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.5% | +10.0% | +0.7% |
| 7D | +0.3% | -31.0% | +31.3% | +0.9% |
| 30D | +11.6% | -41.5% | +53.1% | +12.6% |
| 3M | +15.1% | -64.6% | +79.7% | +17.1% |
| 6M | +46.0% | -73.8% | +119.8% | +49.3% |
| YTD | +22.4% | -78.8% | +101.2% | +25.4% |
| 1Y | +24.5% | -86.8% | +111.3% | +28.4% |
| All | +46.2% | -40.3% | +86.5% | +42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling