+35.8%
EQT vs OPEN
-27.1%
+62.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +0.7% |
| 7D | -1.2% | -10.5% | +9.4% | -1.0% |
| 30D | +1.1% | -21.8% | +22.9% | +1.5% |
| 3M | +4.8% | -37.5% | +42.3% | +5.6% |
| 6M | -10.6% | -44.1% | +33.5% | -9.8% |
| YTD | +3.4% | -52.0% | +55.4% | +4.5% |
| 1Y | +8.7% | -52.2% | +60.9% | +9.2% |
| All | +35.8% | -27.1% | +62.9% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling