+12.1%
DIA vs OPEN
-79.4%
+91.5%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.1% |
| 7D | +0.8% | -21.7% | +22.4% | +2.4% |
| 30D | +1.4% | -36.5% | +37.9% | +4.4% |
| 3M | -2.7% | -59.5% | +56.8% | +3.3% |
| 6M | +6.2% | -71.9% | +78.1% | +14.9% |
| YTD | +10.1% | -75.8% | +85.9% | +19.6% |
| All | +12.1% | -79.4% | +91.5% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling