+40.4%
EXC vs OPEN
-94.8%
+135.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.6% | +5.0% | +1.4% |
| 7D | +1.4% | -15.0% | +16.4% | +1.6% |
| 30D | +8.6% | -40.2% | +48.8% | +9.3% |
| 3M | +2.4% | -67.4% | +69.8% | +4.0% |
| 6M | +6.5% | -74.0% | +80.5% | +8.4% |
| YTD | +9.0% | -79.6% | +88.6% | +11.3% |
| 1Y | +4.6% | -86.1% | +90.7% | +7.4% |
| 3Y | +33.5% | -41.4% | +74.9% | +28.6% |
| All | +40.4% | -94.8% | +135.3% | +40.3% |
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