+222.2%
C vs OPEN
-70.7%
+292.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | +3.6% | -4.3% | +7.9% | +3.9% |
| 30D | +0.1% | -16.2% | +16.3% | +1.0% |
| 3M | +2.4% | -36.4% | +38.8% | +4.8% |
| 6M | +24.9% | -35.5% | +60.4% | +27.4% |
| YTD | +19.8% | -46.0% | +65.8% | +23.0% |
| 1Y | +44.9% | -47.1% | +92.0% | +45.6% |
| 3Y | +263.0% | -19.0% | +282.0% | +230.9% |
| 5Y | +129.5% | -83.6% | +213.1% | +104.3% |
| All | +222.2% | -70.7% | +292.9% | +191.9% |
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