+229.5%
COST vs OPEN
-74.0%
+303.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.6% | +0.2% |
| 7D | -2.5% | -10.5% | +8.1% | -2.1% |
| 30D | -4.4% | -21.8% | +17.3% | -3.7% |
| 3M | -8.1% | -37.5% | +29.4% | -6.9% |
| 6M | -9.2% | -44.1% | +34.9% | -7.9% |
| YTD | +5.1% | -52.0% | +57.1% | +7.0% |
| 1Y | -5.1% | -52.2% | +47.1% | -4.9% |
| 3Y | +70.4% | -25.9% | +96.3% | +59.0% |
| 5Y | +104.7% | -85.1% | +189.8% | +92.8% |
| All | +229.5% | -74.0% | +303.4% | +196.0% |
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