+1,433.6%
DELL vs OPEN
-87.8%
+1,521.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -7.1% | +3.6% | -2.9% |
| 7D | -18.1% | -24.7% | +6.6% | -16.5% |
| 30D | -42.9% | -41.0% | -1.9% | -40.7% |
| 3M | -26.9% | -62.4% | +35.5% | -21.3% |
| 6M | +28.8% | -73.9% | +102.6% | +42.4% |
| YTD | +168.4% | -77.5% | +246.0% | +198.6% |
| 1Y | +136.8% | -83.6% | +220.4% | +169.2% |
| 3Y | +375.3% | -37.0% | +412.4% | +324.0% |
| 5Y | +551.0% | -93.3% | +644.3% | +527.8% |
| All | +1,433.6% | -87.8% | +1,521.5% | +1,310.1% |
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