+1,602.4%
DELL vs OPEN
-88.5%
+1,690.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.5% | +8.9% | +0.1% |
| 7D | +17.1% | -31.0% | +48.1% | +20.4% |
| 30D | -35.1% | -41.5% | +6.4% | -32.5% |
| 3M | -23.3% | -64.6% | +41.3% | -17.0% |
| 6M | +55.8% | -73.8% | +129.6% | +72.3% |
| YTD | +198.0% | -78.8% | +276.8% | +233.1% |
| 1Y | +166.6% | -86.8% | +253.4% | +208.3% |
| 3Y | +427.6% | -40.6% | +468.3% | +372.9% |
| 5Y | +630.6% | -94.7% | +725.3% | +612.2% |
| All | +1,602.4% | -88.5% | +1,690.9% | +1,472.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling