-17.2%
F vs OPEN
-94.8%
+77.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.7% | +0.5% |
| 7D | -3.1% | -15.0% | +11.9% | -1.5% |
| 30D | 0.0% | -40.2% | +40.2% | +4.7% |
| 3M | -13.2% | -67.4% | +54.2% | -3.5% |
| 6M | -10.2% | -74.0% | +63.8% | +1.5% |
| YTD | -4.9% | -79.6% | +74.7% | +9.0% |
| 1Y | -6.1% | -86.1% | +80.0% | +11.5% |
| 3Y | +46.0% | -41.4% | +87.3% | +22.6% |
| All | -17.2% | -94.8% | +77.6% | -17.0% |
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