+376.5%
GOOGL vs OPEN
-70.7%
+447.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -2.3% | -4.3% | +2.0% | -1.9% |
| 30D | -6.6% | -16.2% | +9.7% | -5.3% |
| 3M | -8.9% | -36.4% | +27.4% | -5.8% |
| 6M | +11.9% | -35.5% | +47.3% | +15.1% |
| YTD | +8.3% | -46.0% | +54.3% | +12.5% |
| 1Y | +46.2% | -47.1% | +93.4% | +47.0% |
| 3Y | +151.9% | -19.0% | +170.9% | +119.7% |
| 5Y | +137.7% | -83.6% | +221.3% | +113.4% |
| All | +376.5% | -70.7% | +447.2% | +288.7% |
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 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