+140.7%
GOOG vs OPEN
-21.9%
+162.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -2.0% |
| 7D | -1.6% | -2.9% | +1.4% | -1.4% |
| 30D | -7.7% | -13.8% | +6.1% | -7.0% |
| 3M | -9.3% | -30.9% | +21.6% | -7.8% |
| 6M | +7.4% | -40.9% | +48.4% | +9.8% |
| YTD | +4.9% | -48.5% | +53.4% | +7.4% |
| 1Y | +37.2% | -50.9% | +88.1% | +38.8% |
| All | +140.7% | -21.9% | +162.5% | +134.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling