+98.4%
INTC vs OPEN
-72.1%
+170.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +1.9% |
| 7D | +18.0% | -2.9% | +20.9% | +18.3% |
| 30D | +8.9% | -13.8% | +22.7% | +10.5% |
| 3M | -1.6% | -30.9% | +29.3% | +1.8% |
| 6M | +133.1% | -40.9% | +174.0% | +144.1% |
| YTD | +187.9% | -48.5% | +236.5% | +204.4% |
| 1Y | +334.7% | -50.9% | +385.6% | +344.0% |
| 3Y | +184.2% | -20.6% | +204.8% | +144.8% |
| 5Y | +116.0% | -84.2% | +200.2% | +90.3% |
| All | +98.4% | -72.1% | +170.5% | +61.6% |
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