+109.3%
EXC vs OPEN
-87.0%
+196.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -21.8% | +19.8% | -1.6% |
| 7D | -1.2% | -22.2% | +21.1% | -0.9% |
| 30D | +10.0% | -38.3% | +48.3% | +10.6% |
| 3M | +1.6% | -59.4% | +61.0% | +2.8% |
| 6M | +3.3% | -74.4% | +77.6% | +5.0% |
| YTD | +7.6% | -76.0% | +83.5% | +9.4% |
| 1Y | +3.5% | -78.7% | +82.1% | +5.3% |
| 3Y | +27.7% | -30.0% | +57.7% | +23.5% |
| 5Y | +41.1% | -93.7% | +134.9% | +36.4% |
| All | +109.3% | -87.0% | +196.3% | +92.7% |
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