+100.3%
EXC vs OPEN
-70.7%
+171.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.1% |
| 7D | +0.3% | -4.3% | +4.5% | +0.3% |
| 30D | -3.7% | -16.2% | +12.5% | -3.5% |
| 3M | -1.3% | -36.4% | +35.1% | -0.8% |
| 6M | -9.7% | -35.5% | +25.7% | -9.3% |
| YTD | +2.9% | -46.0% | +48.9% | +3.5% |
| 1Y | +4.4% | -47.1% | +51.5% | +4.4% |
| 3Y | +22.2% | -19.0% | +41.2% | +18.6% |
| 5Y | +46.7% | -83.6% | +130.3% | +40.2% |
| All | +100.3% | -70.7% | +171.0% | +82.4% |
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