+31.0%
F vs OPEN
-38.6%
+69.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.4% |
| 7D | +5.3% | -4.3% | +9.6% | +5.6% |
| 30D | +4.6% | -16.2% | +20.8% | +5.8% |
| 3M | -3.7% | -36.4% | +32.7% | -1.2% |
| 6M | +16.8% | -35.5% | +52.3% | +19.4% |
| YTD | +15.3% | -46.0% | +61.3% | +18.8% |
| 1Y | +31.0% | -47.1% | +78.2% | +34.3% |
| All | +31.0% | -38.6% | +69.6% | +34.3% |
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 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