+187.7%
C vs OPEN
-87.8%
+275.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.7% |
| 7D | -0.4% | -24.7% | +24.4% | +1.1% |
| 30D | -5.2% | -41.0% | +35.8% | -2.6% |
| 3M | -9.1% | -62.4% | +53.3% | -4.3% |
| 6M | -1.6% | -73.9% | +72.3% | +5.4% |
| YTD | +6.9% | -77.5% | +84.5% | +14.9% |
| 1Y | +23.0% | -83.6% | +106.5% | +34.0% |
| 3Y | +216.1% | -37.0% | +253.2% | +192.3% |
| 5Y | +112.2% | -93.3% | +205.5% | +97.7% |
| All | +187.7% | -87.8% | +275.5% | +172.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling