+126.7%
AMAT vs OPEN
-93.8%
+220.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -21.8% | +26.0% | +6.8% |
| 7D | -14.7% | -22.2% | +7.5% | -12.6% |
| 30D | -36.1% | -38.3% | +2.2% | -32.9% |
| 3M | -36.9% | -59.4% | +22.5% | -30.5% |
| 6M | -22.2% | -74.4% | +52.2% | -10.0% |
| YTD | +29.9% | -76.0% | +105.9% | +50.1% |
| 1Y | +43.3% | -78.7% | +121.9% | +66.4% |
| 3Y | +142.7% | -30.0% | +172.7% | +93.8% |
| All | +126.7% | -93.8% | +220.5% | +149.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling