+1,480.2%
DELL vs OPEN
-88.9%
+1,569.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.6% | -3.5% | -6.9% |
| 7D | +4.9% | -15.0% | +19.9% | +6.3% |
| 30D | -32.1% | -40.2% | +8.1% | -29.6% |
| 3M | -30.2% | -67.4% | +37.2% | -24.0% |
| 6M | +41.7% | -74.0% | +115.7% | +56.9% |
| YTD | +176.6% | -79.6% | +256.2% | +210.2% |
| 1Y | +159.9% | -86.1% | +246.0% | +199.6% |
| 3Y | +388.0% | -41.4% | +429.4% | +337.9% |
| 5Y | +578.2% | -94.9% | +673.1% | +563.2% |
| All | +1,480.2% | -88.9% | +1,569.1% | +1,364.6% |
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