+340.5%
ASML vs OPEN
-81.6%
+422.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +13.8% | -17.4% | -5.1% |
| 7D | -10.0% | +3.7% | -13.7% | -10.5% |
| 30D | -19.4% | -14.3% | -5.2% | -18.4% |
| 3M | -12.5% | -51.9% | +39.5% | -6.0% |
| 6M | +8.2% | -61.4% | +69.6% | +18.4% |
| YTD | +40.7% | -66.0% | +106.8% | +54.7% |
| 1Y | +46.1% | -71.4% | +117.5% | +62.3% |
| 3Y | +138.5% | -5.3% | +143.7% | +88.1% |
| 5Y | +84.2% | -91.7% | +175.9% | +77.4% |
| All | +340.5% | -81.6% | +422.1% | +282.2% |
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