+82.2%
IBM vs OPEN
-42.5%
+124.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +1.2% |
| 7D | +1.6% | -15.0% | +16.6% | +2.3% |
| 30D | +9.2% | -40.2% | +49.4% | +11.5% |
| 3M | +4.9% | -67.4% | +72.3% | +10.1% |
| 6M | +16.8% | -74.0% | +90.8% | +23.5% |
| YTD | -14.3% | -79.6% | +65.3% | -8.7% |
| 1Y | -16.7% | -86.1% | +69.4% | -10.5% |
| 3Y | +82.2% | -41.4% | +123.6% | +81.2% |
| All | +82.2% | -42.5% | +124.7% | +81.2% |
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