+386.2%
DE vs OPEN
-70.7%
+456.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.2% |
| 7D | +10.0% | -4.3% | +14.3% | +10.2% |
| 30D | +13.3% | -16.2% | +29.5% | +14.1% |
| 3M | +17.5% | -36.4% | +53.9% | +19.5% |
| 6M | +13.6% | -35.5% | +49.0% | +15.2% |
| YTD | +49.8% | -46.0% | +95.8% | +52.7% |
| 1Y | +47.9% | -47.1% | +95.0% | +48.0% |
| 3Y | +72.5% | -19.0% | +91.6% | +58.7% |
| 5Y | +90.2% | -83.6% | +173.8% | +79.5% |
| All | +386.2% | -70.7% | +456.9% | +352.7% |
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