+38.3%
GOOG vs OPEN
-56.1%
+94.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +1.0% |
| 7D | -2.5% | -10.5% | +8.0% | -1.9% |
| 30D | -3.6% | -21.8% | +18.2% | -2.4% |
| 3M | -6.4% | -37.5% | +31.1% | -4.2% |
| 6M | +7.8% | -44.1% | +51.9% | +10.6% |
| YTD | +5.5% | -52.0% | +57.5% | +8.5% |
| 1Y | +38.3% | -52.2% | +90.5% | +42.2% |
| All | +38.3% | -56.1% | +94.4% | +42.2% |
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 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