+143.3%
DELL vs OPEN
-72.7%
+216.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +13.8% | -22.6% | -10.9% |
| 7D | -24.6% | +3.7% | -28.3% | -25.0% |
| 30D | -32.5% | -14.3% | -18.2% | -30.7% |
| 3M | -20.2% | -51.9% | +31.7% | -8.6% |
| 6M | +76.5% | -61.4% | +137.9% | +108.5% |
| YTD | +198.9% | -66.0% | +265.0% | +254.6% |
| 1Y | +143.3% | -71.4% | +214.7% | +193.4% |
| All | +143.3% | -72.7% | +216.0% | +193.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling