+195.6%
EQT vs OPEN
-85.2%
+280.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +0.9% |
| 7D | -1.2% | -10.5% | +9.4% | -0.8% |
| 30D | +1.1% | -21.8% | +22.9% | +2.0% |
| 3M | +4.8% | -37.5% | +42.3% | +6.4% |
| 6M | -10.6% | -44.1% | +33.5% | -9.0% |
| YTD | +3.4% | -52.0% | +55.4% | +5.6% |
| 1Y | +8.7% | -52.2% | +60.9% | +9.3% |
| 3Y | +35.0% | -25.9% | +60.9% | +26.2% |
| All | +195.6% | -85.2% | +280.7% | +212.1% |
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