+26.0%
C vs OPEN
-72.7%
+98.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +13.8% | -12.1% | +0.3% |
| 7D | +1.1% | +3.7% | -2.6% | +0.6% |
| 30D | -2.4% | -14.3% | +11.9% | -1.3% |
| 3M | -8.4% | -51.9% | +43.6% | -2.0% |
| 6M | +0.3% | -61.4% | +61.7% | +9.0% |
| YTD | +9.1% | -66.0% | +75.1% | +18.6% |
| 1Y | +26.0% | -71.4% | +97.4% | +37.5% |
| All | +26.0% | -72.7% | +98.7% | +37.5% |
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