-15.8%
F vs OPEN
-93.8%
+78.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -21.8% | +21.1% | +1.5% |
| 7D | +1.6% | -22.2% | +23.8% | +3.8% |
| 30D | +2.6% | -38.3% | +41.0% | +7.2% |
| 3M | -8.8% | -59.4% | +50.5% | -0.8% |
| 6M | +4.6% | -74.4% | +79.0% | +18.4% |
| YTD | -1.9% | -76.0% | +74.1% | +10.8% |
| 1Y | -0.8% | -78.7% | +77.9% | +12.6% |
| 3Y | +43.5% | -30.0% | +73.5% | +18.3% |
| All | -15.8% | -93.8% | +78.0% | -17.5% |
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