+234.4%
COST vs OPEN
-70.7%
+305.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.1% |
| 7D | -3.1% | -4.3% | +1.1% | -3.0% |
| 30D | -2.8% | -16.2% | +13.4% | -2.3% |
| 3M | -5.7% | -36.4% | +30.7% | -4.5% |
| 6M | -8.8% | -35.5% | +26.7% | -7.9% |
| YTD | +6.7% | -46.0% | +52.6% | +8.2% |
| 1Y | -3.6% | -47.1% | +43.5% | -3.8% |
| 3Y | +75.1% | -19.0% | +94.1% | +63.1% |
| 5Y | +108.9% | -83.6% | +192.5% | +96.1% |
| All | +234.4% | -70.7% | +305.1% | +199.3% |
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