+633.1%
DELL vs OPEN
-94.2%
+727.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.2% | +7.6% | +11.4% |
| 7D | +0.4% | -31.1% | +31.4% | +3.6% |
| 30D | -35.1% | -34.7% | -0.4% | -33.0% |
| 3M | -15.1% | -61.9% | +46.7% | -8.0% |
| 6M | +51.7% | -71.9% | +123.6% | +68.5% |
| YTD | +200.0% | -76.6% | +276.6% | +236.2% |
| 1Y | +172.1% | -83.9% | +256.0% | +214.0% |
| 3Y | +431.2% | -34.4% | +465.6% | +360.4% |
| 5Y | +633.1% | -93.9% | +727.0% | +716.2% |
| All | +633.1% | -94.2% | +727.3% | +716.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling