-7.3%
F vs OPEN
-85.5%
+78.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.5% | +6.7% | -1.8% |
| 7D | -3.9% | -31.0% | +27.1% | -0.1% |
| 30D | -0.5% | -41.5% | +41.0% | +5.0% |
| 3M | -12.9% | -64.6% | +51.7% | -3.0% |
| 6M | +1.5% | -73.8% | +75.3% | +15.7% |
| YTD | -5.0% | -78.8% | +73.8% | +9.8% |
| 1Y | -7.3% | -86.8% | +79.5% | +13.4% |
| All | -7.3% | -85.5% | +78.1% | +13.4% |
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 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