+4,199.6%
FIX vs OPEN
-70.7%
+4,270.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.9% |
| 7D | +6.0% | -4.3% | +10.3% | +6.4% |
| 30D | -7.2% | -16.2% | +9.0% | -6.1% |
| 3M | -15.9% | -36.4% | +20.5% | -13.2% |
| 6M | +12.7% | -35.5% | +48.2% | +15.8% |
| YTD | +72.8% | -46.0% | +118.8% | +79.2% |
| 1Y | +122.9% | -47.1% | +170.0% | +125.9% |
| 3Y | +774.3% | -19.0% | +793.3% | +684.2% |
| 5Y | +2,049.5% | -83.6% | +2,133.1% | +1,862.6% |
| All | +4,199.6% | -70.7% | +4,270.3% | +3,647.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling