+132.8%
AMAT vs OPEN
-17.5%
+150.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.6% | -4.0% | -12.8% |
| 7D | -24.3% | -5.8% | -18.5% | -23.9% |
| 30D | -39.8% | -21.1% | -18.6% | -38.8% |
| 3M | -40.2% | -52.4% | +12.2% | -36.7% |
| 6M | -22.1% | -65.8% | +43.7% | -15.8% |
| YTD | +24.7% | -69.3% | +94.0% | +35.2% |
| 1Y | +33.3% | -75.2% | +108.5% | +45.9% |
| All | +132.8% | -17.5% | +150.4% | +101.0% |
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