-48.1%
DOCS vs OPEN
-74.9%
+26.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.6% | +5.3% | -2.9% |
| 7D | -1.3% | -5.8% | +4.5% | -0.6% |
| 30D | +19.4% | -21.1% | +40.5% | +22.8% |
| 3M | +53.4% | -52.4% | +105.8% | +67.6% |
| 6M | +28.8% | -65.8% | +94.5% | +44.6% |
| YTD | -25.1% | -69.3% | +44.2% | -16.5% |
| 1Y | -48.1% | -75.2% | +27.1% | -41.6% |
| All | -48.1% | -74.9% | +26.8% | -41.6% |
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 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