+2,476.4%
FIX vs OPEN
-83.3%
+2,559.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -9.6% | -2.0% | -10.9% |
| 7D | -27.2% | -5.8% | -21.5% | -27.0% |
| 30D | -46.9% | -21.1% | -25.8% | -46.1% |
| 3M | -44.4% | -52.4% | +8.0% | -41.5% |
| 6M | -50.9% | -65.8% | +14.9% | -47.2% |
| YTD | +3.5% | -69.3% | +72.8% | +11.7% |
| 1Y | -2.1% | -75.2% | +73.1% | +6.9% |
| 3Y | +418.7% | -14.4% | +433.1% | +365.4% |
| 5Y | +894.6% | -92.0% | +986.5% | +850.3% |
| All | +2,476.4% | -83.3% | +2,559.7% | +2,235.1% |
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