+175.9%
B vs OPEN
-34.1%
+210.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.2% | -5.8% | -1.8% |
| 7D | -2.7% | -31.1% | +28.4% | -0.6% |
| 30D | -4.3% | -34.7% | +30.4% | -2.1% |
| 3M | -2.3% | -61.9% | +59.6% | +3.0% |
| 6M | -16.2% | -71.9% | +55.6% | -10.4% |
| YTD | -8.8% | -76.6% | +67.8% | -2.0% |
| 1Y | +11.4% | -83.9% | +95.3% | +21.4% |
| All | +175.9% | -34.1% | +210.0% | +176.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling