-28.1%
DT vs OPEN
-84.0%
+55.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -2.8% |
| 7D | -4.9% | +1.0% | -5.8% | -5.0% |
| 30D | +2.7% | -11.9% | +14.6% | +4.0% |
| 3M | +20.0% | -28.8% | +48.7% | +24.0% |
| 6M | +28.0% | -38.6% | +66.6% | +33.9% |
| YTD | +16.0% | -47.3% | +63.4% | +22.5% |
| 1Y | +0.7% | -49.2% | +49.9% | +1.5% |
| 3Y | +6.2% | -18.8% | +25.0% | -15.1% |
| 5Y | -28.1% | -83.6% | +55.5% | -27.6% |
| All | -28.1% | -84.0% | +55.9% | -27.6% |
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 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