+89.8%
AMZN vs OPEN
-74.0%
+163.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.5% | +0.5% |
| 7D | -2.7% | -10.5% | +7.8% | -1.6% |
| 30D | -7.5% | -21.8% | +14.3% | -5.3% |
| 3M | +5.8% | -37.5% | +43.3% | +10.4% |
| 6M | +17.5% | -44.1% | +61.6% | +23.4% |
| YTD | +9.1% | -52.0% | +61.1% | +15.6% |
| 1Y | +9.4% | -52.2% | +61.6% | +11.2% |
| 3Y | +82.2% | -25.9% | +108.2% | +54.0% |
| 5Y | +45.2% | -85.1% | +130.3% | +28.4% |
| All | +89.8% | -74.0% | +163.8% | +61.3% |
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