+371.4%
GOOG vs OPEN
-70.7%
+442.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.1% |
| 7D | -2.1% | -4.3% | +2.1% | -1.8% |
| 30D | -6.8% | -16.2% | +9.4% | -5.6% |
| 3M | -9.1% | -36.4% | +27.3% | -6.0% |
| 6M | +10.7% | -35.5% | +46.2% | +13.9% |
| YTD | +7.1% | -46.0% | +53.0% | +11.1% |
| 1Y | +44.6% | -47.1% | +91.8% | +45.3% |
| 3Y | +147.4% | -19.0% | +166.5% | +116.0% |
| 5Y | +133.8% | -83.6% | +217.4% | +109.6% |
| All | +371.4% | -70.7% | +442.1% | +285.0% |
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