+171.6%
IBM vs OPEN
-87.3%
+258.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | +1.4% |
| 7D | -1.7% | -31.1% | +29.3% | -0.6% |
| 30D | +10.1% | -34.7% | +44.8% | +11.5% |
| 3M | +4.8% | -61.9% | +66.7% | +8.0% |
| 6M | +12.6% | -71.9% | +84.5% | +16.9% |
| YTD | -13.9% | -76.6% | +62.7% | -10.3% |
| 1Y | -18.7% | -83.9% | +65.2% | -14.6% |
| 3Y | +81.9% | -34.4% | +116.3% | +78.5% |
| 5Y | +148.3% | -93.9% | +242.3% | +142.5% |
| All | +171.6% | -87.3% | +258.9% | +157.8% |
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