+119.2%
DIA vs OPEN
-87.0%
+206.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | +0.6% |
| 7D | -0.9% | -22.2% | +21.3% | 0.0% |
| 30D | +0.3% | -38.3% | +38.6% | +2.2% |
| 3M | -4.5% | -59.4% | +54.9% | -0.9% |
| 6M | +3.4% | -74.4% | +77.7% | +9.1% |
| YTD | +7.8% | -76.0% | +83.8% | +13.7% |
| 1Y | +10.7% | -78.7% | +89.4% | +17.0% |
| 3Y | +57.5% | -30.0% | +87.5% | +46.4% |
| 5Y | +53.7% | -93.7% | +147.5% | +48.6% |
| All | +119.2% | -87.0% | +206.2% | +101.6% |
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 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