+108.7%
ADP vs OPEN
-70.7%
+179.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.1% |
| 7D | -3.4% | -4.3% | +0.8% | -3.3% |
| 30D | +2.8% | -16.2% | +19.0% | +3.4% |
| 3M | +20.9% | -36.4% | +57.3% | +22.7% |
| 6M | +29.9% | -35.5% | +65.3% | +31.5% |
| YTD | +9.6% | -46.0% | +55.6% | +11.5% |
| 1Y | -5.3% | -47.1% | +41.9% | -5.1% |
| 3Y | +16.5% | -19.0% | +35.5% | +8.6% |
| 5Y | +49.4% | -83.6% | +133.0% | +37.6% |
| All | +108.7% | -70.7% | +179.4% | +79.0% |
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