+386.1%
DE vs OPEN
-87.3%
+473.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | +0.4% |
| 7D | +2.3% | -31.1% | +33.3% | +3.8% |
| 30D | +9.3% | -34.7% | +44.0% | +11.1% |
| 3M | +12.2% | -61.9% | +74.1% | +16.6% |
| 6M | +18.1% | -71.9% | +89.9% | +24.0% |
| YTD | +49.8% | -76.6% | +126.3% | +57.8% |
| 1Y | +46.4% | -83.9% | +130.3% | +56.5% |
| 3Y | +92.5% | -34.4% | +126.9% | +77.1% |
| 5Y | +107.4% | -93.9% | +201.3% | +104.1% |
| All | +386.1% | -87.3% | +473.4% | +367.9% |
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