+71.8%
COST vs OPEN
-19.6%
+91.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.6% |
| 7D | -3.2% | +1.0% | -4.2% | -3.2% |
| 30D | -4.0% | -11.9% | +7.9% | -3.9% |
| 3M | -6.5% | -28.8% | +22.3% | -6.4% |
| 6M | -8.5% | -38.6% | +30.1% | -8.4% |
| YTD | +6.0% | -47.3% | +53.4% | +6.3% |
| 1Y | -5.8% | -49.2% | +43.4% | -5.9% |
| 3Y | +71.8% | -18.8% | +90.6% | +73.6% |
| All | +71.8% | -19.6% | +91.5% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling