+948.1%
FIX vs OPEN
-93.8%
+1,041.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -21.8% | +27.2% | +7.2% |
| 7D | -17.5% | -22.2% | +4.8% | -16.2% |
| 30D | -41.6% | -38.3% | -3.2% | -39.6% |
| 3M | -40.6% | -59.4% | +18.8% | -36.5% |
| 6M | -49.4% | -74.4% | +25.0% | -43.9% |
| YTD | +9.2% | -76.0% | +85.2% | +20.8% |
| 1Y | +6.5% | -78.7% | +85.1% | +18.6% |
| 3Y | +448.7% | -30.0% | +478.7% | +387.3% |
| All | +948.1% | -93.8% | +1,041.9% | +1,012.2% |
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