+105.5%
B vs OPEN
-94.8%
+200.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +3.0% | -0.5% |
| 7D | -7.3% | -15.0% | +7.7% | -6.6% |
| 30D | -3.3% | -40.2% | +36.9% | -1.3% |
| 3M | -7.8% | -67.4% | +59.6% | -3.3% |
| 6M | -15.5% | -74.0% | +58.5% | -10.8% |
| YTD | -12.3% | -79.6% | +67.3% | -6.8% |
| 1Y | +5.4% | -86.1% | +91.5% | +13.2% |
| 3Y | +165.5% | -41.4% | +206.9% | +164.4% |
| All | +105.5% | -94.8% | +200.4% | +137.3% |
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