-4.0%
DT vs OPEN
-86.2%
+82.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.5% | +11.0% | +2.3% |
| 7D | +2.7% | -31.0% | +33.8% | +5.9% |
| 30D | -30.4% | -41.5% | +11.1% | -27.3% |
| 3M | -9.4% | -64.6% | +55.2% | -1.4% |
| 6M | +14.5% | -73.8% | +88.3% | +28.2% |
| YTD | +3.6% | -78.8% | +82.4% | +15.8% |
| All | -4.0% | -86.2% | +82.2% | +9.6% |
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