-47.3%
DOCS vs OPEN
-72.7%
+25.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +13.8% | -7.4% | +4.4% |
| 7D | +1.2% | +3.7% | -2.4% | +0.6% |
| 30D | +21.3% | -14.3% | +35.6% | +23.1% |
| 3M | +58.4% | -51.9% | +110.3% | +71.9% |
| 6M | +39.3% | -61.4% | +100.7% | +53.5% |
| YTD | -21.7% | -66.0% | +44.3% | -14.3% |
| 1Y | -47.3% | -71.4% | +24.1% | -41.8% |
| All | -47.3% | -72.7% | +25.3% | -41.8% |
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