+328.9%
EQT vs OPEN
-72.1%
+401.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | -2.0% | -2.9% | +0.9% | -1.9% |
| 30D | +1.0% | -13.8% | +14.8% | +1.6% |
| 3M | +4.0% | -30.9% | +34.9% | +5.3% |
| 6M | -11.7% | -40.9% | +29.3% | -10.2% |
| YTD | +2.8% | -48.5% | +51.4% | +4.8% |
| 1Y | +10.0% | -50.9% | +60.9% | +10.5% |
| 3Y | +34.1% | -20.6% | +54.8% | +24.3% |
| 5Y | +195.3% | -84.2% | +279.4% | +182.9% |
| All | +328.9% | -72.1% | +401.0% | +334.2% |
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 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