+59.7%
DIA vs OPEN
-42.5%
+102.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.8% | +0.3% |
| 7D | +2.1% | -15.0% | +17.1% | +2.7% |
| 30D | +1.5% | -40.2% | +41.7% | +3.3% |
| 3M | -2.4% | -67.4% | +65.0% | +1.5% |
| 6M | +6.0% | -74.0% | +80.0% | +10.8% |
| YTD | +10.1% | -79.6% | +89.7% | +15.7% |
| 1Y | +11.8% | -86.1% | +97.9% | +18.9% |
| 3Y | +59.7% | -41.4% | +101.1% | +52.6% |
| All | +59.7% | -42.5% | +102.2% | +52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling