+3.2%
EXC vs OPEN
-82.9%
+86.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | +0.2% |
| 7D | -1.4% | -31.1% | +29.7% | -1.5% |
| 30D | +8.3% | -34.7% | +43.0% | +8.0% |
| 3M | +2.6% | -61.9% | +64.5% | +1.5% |
| 6M | +5.2% | -71.9% | +77.0% | +3.5% |
| YTD | +7.5% | -76.6% | +84.1% | +6.6% |
| 1Y | +3.2% | -83.9% | +87.1% | +4.6% |
| All | +3.2% | -82.9% | +86.0% | +4.6% |
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