+152.2%
IBM vs OPEN
-71.4%
+223.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.1% |
| 7D | +0.3% | +1.0% | -0.7% | +0.3% |
| 30D | -1.5% | -11.9% | +10.4% | -1.1% |
| 3M | -16.8% | -28.8% | +12.0% | -16.0% |
| 6M | -9.0% | -38.6% | +29.6% | -7.8% |
| YTD | -20.1% | -47.3% | +27.3% | -18.7% |
| 1Y | -7.0% | -49.2% | +42.2% | -6.1% |
| 3Y | +72.4% | -18.8% | +91.2% | +66.6% |
| 5Y | +112.0% | -83.6% | +195.6% | +102.1% |
| All | +152.2% | -71.4% | +223.6% | +133.6% |
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