+115.5%
IBM vs OPEN
-83.7%
+199.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | +0.1% |
| 7D | -0.3% | -4.3% | +4.0% | -0.1% |
| 30D | +0.3% | -16.2% | +16.5% | +0.9% |
| 3M | -21.6% | -36.4% | +14.8% | -20.4% |
| 6M | -4.7% | -35.5% | +30.8% | -3.4% |
| YTD | -19.1% | -46.0% | +26.9% | -17.6% |
| 1Y | -2.5% | -47.1% | +44.6% | -1.5% |
| 3Y | +74.2% | -19.0% | +93.2% | +67.0% |
| All | +115.5% | -83.7% | +199.2% | +102.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling