-51.1%
DOCS vs OPEN
-92.5%
+41.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.6% | +5.3% | -2.9% |
| 7D | -1.3% | -5.8% | +4.5% | -0.5% |
| 30D | +19.4% | -21.1% | +40.5% | +23.3% |
| 3M | +53.4% | -52.4% | +105.8% | +70.3% |
| 6M | +28.8% | -65.8% | +94.5% | +49.0% |
| YTD | -25.1% | -69.3% | +44.2% | -13.2% |
| 1Y | -48.1% | -75.2% | +27.1% | -38.8% |
| 3Y | +51.4% | -14.4% | +65.7% | +4.9% |
| 5Y | -51.1% | -92.0% | +40.9% | -36.7% |
| All | -51.1% | -92.5% | +41.4% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling