+98.2%
DE vs OPEN
-84.0%
+182.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.4% |
| 7D | -3.0% | -2.9% | -0.1% | -2.9% |
| 30D | +11.1% | -13.8% | +24.9% | +11.8% |
| 3M | +17.6% | -30.9% | +48.5% | +19.2% |
| 6M | +13.6% | -40.9% | +54.5% | +15.7% |
| YTD | +46.3% | -48.5% | +94.8% | +49.5% |
| 1Y | +44.2% | -50.9% | +95.1% | +44.9% |
| 3Y | +76.6% | -20.6% | +97.2% | +62.1% |
| 5Y | +98.2% | -84.2% | +182.4% | +95.5% |
| All | +98.2% | -84.0% | +182.2% | +95.5% |
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