+694.2%
AMAT vs OPEN
-70.7%
+764.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.2% |
| 7D | -1.5% | -4.3% | +2.7% | -1.0% |
| 30D | -14.8% | -16.2% | +1.4% | -13.1% |
| 3M | -9.3% | -36.4% | +27.1% | -4.7% |
| 6M | +27.4% | -35.5% | +62.8% | +32.8% |
| YTD | +77.6% | -46.0% | +123.5% | +88.0% |
| 1Y | +188.9% | -47.1% | +236.1% | +191.4% |
| 3Y | +202.3% | -19.0% | +221.3% | +147.3% |
| 5Y | +248.9% | -83.6% | +332.5% | +214.1% |
| All | +694.2% | -70.7% | +764.9% | +559.7% |
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