+105.9%
C vs OPEN
-93.8%
+199.7%
-40.6%
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% | +2.0% |
| 7D | -2.4% | -22.2% | +19.8% | -1.0% |
| 30D | -6.0% | -38.3% | +32.3% | -3.3% |
| 3M | -10.5% | -59.4% | +48.8% | -5.5% |
| 6M | -5.7% | -74.4% | +68.6% | +2.4% |
| YTD | +4.1% | -76.0% | +80.1% | +12.9% |
| 1Y | +20.5% | -78.7% | +99.1% | +31.0% |
| 3Y | +208.1% | -30.0% | +238.1% | +174.5% |
| All | +105.9% | -93.8% | +199.7% | +100.7% |
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