-12.5%
F vs OPEN
-93.7%
+81.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.4% | 0.0% |
| 7D | +1.0% | -24.7% | +25.7% | +3.5% |
| 30D | +2.1% | -41.0% | +43.1% | +7.1% |
| 3M | -10.3% | -62.4% | +52.1% | -1.7% |
| 6M | +3.3% | -73.9% | +77.1% | +16.6% |
| YTD | -2.0% | -77.5% | +75.5% | +11.3% |
| 1Y | -2.3% | -83.6% | +81.3% | +14.0% |
| 3Y | +49.9% | -37.0% | +86.9% | +25.4% |
| 5Y | -12.5% | -93.3% | +80.8% | -16.0% |
| All | -12.5% | -93.7% | +81.3% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling