+165.0%
AMAT vs OPEN
-35.0%
+200.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.7% | +10.7% | +11.3% |
| 7D | -1.1% | -21.7% | +20.6% | +0.5% |
| 30D | -26.9% | -36.5% | +9.6% | -24.6% |
| 3M | -31.2% | -59.5% | +28.3% | -26.5% |
| 6M | -14.7% | -71.9% | +57.2% | -6.6% |
| YTD | +44.7% | -75.8% | +120.5% | +59.3% |
| 1Y | +62.0% | -78.5% | +140.5% | +78.9% |
| 3Y | +165.0% | -30.2% | +195.2% | +131.4% |
| All | +165.0% | -35.0% | +200.0% | +131.4% |
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