+3.0%
DIS vs OPEN
-37.6%
+40.6%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.4% | -1.8% |
| 7D | -2.6% | -4.3% | +1.7% | -2.4% |
| 30D | +3.5% | -16.2% | +19.7% | +4.3% |
| 3M | +6.8% | -36.4% | +43.2% | +9.1% |
| 6M | +3.0% | -35.5% | +38.4% | +4.7% |
| All | +3.0% | -37.6% | +40.6% | +4.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling