+27.7%
EXC vs OPEN
-35.5%
+63.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -21.8% | +19.8% | -1.8% |
| 7D | -1.2% | -22.2% | +21.1% | -1.0% |
| 30D | +10.0% | -38.3% | +48.3% | +10.2% |
| 3M | +1.6% | -59.4% | +61.0% | +2.0% |
| 6M | +3.3% | -74.4% | +77.6% | +3.9% |
| YTD | +7.6% | -76.0% | +83.5% | +8.2% |
| 1Y | +3.5% | -78.7% | +82.1% | +4.2% |
| 3Y | +27.7% | -30.0% | +57.7% | +18.5% |
| All | +27.7% | -35.5% | +63.1% | +18.5% |
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