+27.2%
B vs OPEN
-81.0%
+108.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +4.6% |
| 7D | +9.6% | -22.2% | +31.8% | +13.9% |
| 30D | +3.5% | -38.3% | +41.8% | +11.9% |
| 3M | -1.6% | -59.4% | +57.8% | +14.7% |
| 6M | -1.7% | -74.4% | +72.7% | +23.4% |
| YTD | -5.3% | -76.0% | +70.7% | +17.7% |
| 1Y | +27.2% | -78.7% | +105.9% | +59.5% |
| All | +27.2% | -81.0% | +108.2% | +59.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling