+17.5%
DIA vs OPEN
-56.1%
+73.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -1.0% |
| 7D | +0.1% | +1.0% | -0.9% | 0.0% |
| 30D | -2.1% | -11.9% | +9.8% | -1.6% |
| 3M | +4.2% | -28.8% | +32.9% | +5.2% |
| 6M | +11.9% | -38.6% | +50.5% | +13.4% |
| YTD | +10.8% | -47.3% | +58.2% | +12.6% |
| 1Y | +17.5% | -49.2% | +66.7% | +19.2% |
| All | +17.5% | -56.1% | +73.7% | +19.2% |
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 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