-1.2%
DOW vs OPEN
-70.7%
+69.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.7% | -3.1% |
| 7D | -2.4% | -4.3% | +1.9% | -2.2% |
| 30D | +0.4% | -16.2% | +16.6% | +1.3% |
| 3M | -14.4% | -36.4% | +22.0% | -12.6% |
| 6M | -7.0% | -35.5% | +28.5% | -5.5% |
| YTD | +30.2% | -46.0% | +76.2% | +33.4% |
| 1Y | +29.2% | -47.1% | +76.4% | +29.5% |
| 3Y | -36.7% | -19.0% | -17.7% | -42.7% |
| 5Y | -37.7% | -83.6% | +45.9% | -43.7% |
| All | -1.2% | -70.7% | +69.5% | -20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling