+377.0%
DE vs OPEN
-88.5%
+465.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.5% | +7.7% | -1.5% |
| 7D | +2.3% | -31.0% | +33.3% | +3.8% |
| 30D | +4.4% | -41.5% | +45.9% | +6.6% |
| 3M | +9.8% | -64.6% | +74.4% | +14.4% |
| 6M | +15.8% | -73.8% | +89.6% | +21.9% |
| YTD | +47.0% | -78.8% | +125.8% | +55.5% |
| 1Y | +42.8% | -86.8% | +129.6% | +54.0% |
| 3Y | +88.9% | -40.6% | +129.5% | +74.5% |
| 5Y | +101.9% | -94.7% | +196.5% | +99.7% |
| All | +377.0% | -88.5% | +465.5% | +361.1% |
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