+295.8%
AMD vs OPEN
-94.5%
+390.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -9.5% | +15.4% | +7.2% |
| 7D | +44.7% | -31.0% | +75.7% | +51.2% |
| 30D | -3.3% | -41.5% | +38.1% | +3.2% |
| 3M | +21.2% | -64.6% | +85.8% | +39.0% |
| 6M | +30.6% | -73.8% | +104.3% | +55.5% |
| YTD | +173.3% | -78.8% | +252.1% | +231.7% |
| 1Y | +126.1% | -86.8% | +212.9% | +191.9% |
| 3Y | +393.5% | -40.6% | +434.2% | +286.1% |
| 5Y | +295.8% | -94.7% | +390.4% | +403.7% |
| All | +295.8% | -94.5% | +390.3% | +403.7% |
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 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