+364.5%
GOOG vs OPEN
-74.0%
+438.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +1.2% |
| 7D | -2.5% | -10.5% | +8.0% | -1.6% |
| 30D | -3.6% | -21.8% | +18.2% | -1.7% |
| 3M | -6.4% | -37.5% | +31.1% | -3.0% |
| 6M | +7.8% | -44.1% | +51.9% | +12.2% |
| YTD | +5.5% | -52.0% | +57.5% | +10.5% |
| 1Y | +38.3% | -52.2% | +90.5% | +40.2% |
| 3Y | +143.1% | -25.9% | +169.0% | +113.5% |
| 5Y | +135.0% | -85.1% | +220.1% | +112.4% |
| All | +364.5% | -74.0% | +438.5% | +282.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling