+95.7%
B vs OPEN
-87.8%
+183.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -7.1% | +1.0% | -5.8% |
| 7D | +7.1% | -24.7% | +31.8% | +8.4% |
| 30D | -3.3% | -41.0% | +37.7% | -1.2% |
| 3M | -2.5% | -62.4% | +59.8% | +1.6% |
| 6M | -7.2% | -73.9% | +66.6% | -1.9% |
| YTD | -7.4% | -77.5% | +70.2% | -1.8% |
| 1Y | +16.4% | -83.6% | +100.0% | +24.7% |
| 3Y | +178.7% | -37.0% | +215.7% | +172.7% |
| 5Y | +121.7% | -93.3% | +215.0% | +130.4% |
| All | +95.7% | -87.8% | +183.5% | +87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling