+104.4%
COST vs OPEN
-84.0%
+188.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.4% | -0.8% |
| 7D | -2.8% | -2.9% | +0.1% | -2.7% |
| 30D | -5.3% | -13.8% | +8.5% | -4.8% |
| 3M | -6.7% | -30.9% | +24.2% | -5.7% |
| 6M | -9.9% | -40.9% | +31.0% | -8.8% |
| YTD | +5.1% | -48.5% | +53.7% | +6.8% |
| 1Y | -7.3% | -50.9% | +43.6% | -7.2% |
| 3Y | +70.4% | -20.6% | +91.0% | +58.0% |
| 5Y | +104.4% | -84.2% | +188.6% | +93.4% |
| All | +104.4% | -84.0% | +188.4% | +93.4% |
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