+117.4%
B vs OPEN
-71.4%
+188.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.1% | -1.3% |
| 7D | +2.3% | +1.0% | +1.3% | +2.3% |
| 30D | +1.4% | -11.9% | +13.3% | +1.9% |
| 3M | +12.2% | -28.8% | +41.0% | +13.6% |
| 6M | -2.1% | -38.6% | +36.5% | -0.4% |
| YTD | +2.9% | -47.3% | +50.3% | +5.2% |
| 1Y | +55.3% | -49.2% | +104.5% | +56.9% |
| 3Y | +198.7% | -18.8% | +217.5% | +186.6% |
| 5Y | +153.8% | -83.6% | +237.4% | +152.5% |
| All | +117.4% | -71.4% | +188.9% | +100.5% |
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