+7.7%
DIS vs OPEN
-80.8%
+88.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.1% | +7.2% | +0.7% |
| 7D | +4.4% | -24.7% | +29.1% | +6.6% |
| 30D | +10.3% | -41.0% | +51.3% | +14.7% |
| 3M | +15.5% | -62.4% | +77.9% | +24.7% |
| 6M | +11.2% | -73.9% | +85.1% | +23.3% |
| YTD | +5.6% | -77.5% | +83.1% | +17.7% |
| 1Y | +7.7% | -83.6% | +91.3% | +23.0% |
| All | +7.7% | -80.8% | +88.6% | +23.0% |
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 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