+2,300.7%
DELL vs OPEN
-70.7%
+2,371.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | +14.9% | -4.3% | +19.1% | +15.3% |
| 30D | +13.3% | -16.2% | +29.5% | +14.9% |
| 3M | +24.4% | -36.4% | +60.8% | +28.7% |
| 6M | +258.0% | -35.5% | +293.5% | +269.0% |
| YTD | +320.2% | -46.0% | +366.2% | +337.5% |
| 1Y | +319.1% | -47.1% | +366.2% | +323.1% |
| 3Y | +706.5% | -19.0% | +725.6% | +608.3% |
| 5Y | +1,071.9% | -83.6% | +1,155.5% | +955.3% |
| All | +2,300.7% | -70.7% | +2,371.4% | +1,966.0% |
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