+14.5%
FIX vs OPEN
-79.4%
+93.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.7% | +9.3% |
| 7D | -7.2% | -21.7% | +14.4% | -5.1% |
| 30D | -35.1% | -36.5% | +1.4% | -31.3% |
| 3M | -34.3% | -59.5% | +25.3% | -24.3% |
| 6M | -42.9% | -71.9% | +28.9% | -29.8% |
| YTD | +19.5% | -75.8% | +95.3% | +46.4% |
| All | +14.5% | -79.4% | +93.9% | +52.4% |
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