+101.5%
AMZN vs OPEN
-88.5%
+190.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.5% | +10.0% | +1.4% |
| 7D | +2.8% | -31.0% | +33.8% | +6.2% |
| 30D | +3.4% | -41.5% | +44.9% | +8.3% |
| 3M | +0.1% | -64.6% | +64.7% | +10.0% |
| 6M | +0.6% | -73.8% | +74.4% | +13.4% |
| YTD | +15.9% | -78.8% | +94.7% | +32.1% |
| 1Y | +9.5% | -86.8% | +96.3% | +30.2% |
| 3Y | +86.3% | -40.6% | +126.9% | +56.5% |
| 5Y | +51.7% | -94.7% | +146.4% | +47.7% |
| All | +101.5% | -88.5% | +190.1% | +84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling