-3.5%
F vs OPEN
-80.8%
+77.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.1% | +5.2% | -1.1% |
| 7D | -0.2% | -24.7% | +24.5% | +2.5% |
| 30D | +0.9% | -41.0% | +41.9% | +6.3% |
| 3M | -11.3% | -62.4% | +51.0% | -1.9% |
| 6M | +2.0% | -73.9% | +75.9% | +16.4% |
| YTD | -3.2% | -77.5% | +74.4% | +11.3% |
| 1Y | -3.5% | -83.6% | +80.1% | +14.8% |
| All | -3.5% | -80.8% | +77.4% | +14.8% |
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