+138.0%
B vs OPEN
-93.8%
+231.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +1.5% |
| 7D | +9.6% | -22.2% | +31.8% | +10.7% |
| 30D | +3.5% | -38.3% | +41.8% | +5.5% |
| 3M | -1.6% | -59.4% | +57.8% | +2.1% |
| 6M | -1.7% | -74.4% | +72.7% | +3.7% |
| YTD | -5.3% | -76.0% | +70.7% | -0.2% |
| 1Y | +27.2% | -78.7% | +105.9% | +34.4% |
| 3Y | +166.1% | -30.0% | +196.1% | +163.1% |
| All | +138.0% | -93.8% | +231.7% | +152.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling