+179.4%
INTC vs OPEN
-19.6%
+199.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.5% | +11.6% | +9.3% |
| 7D | +17.4% | +1.0% | +16.4% | +17.3% |
| 30D | +2.8% | -11.9% | +14.7% | +3.9% |
| 3M | -5.3% | -28.8% | +23.5% | -2.5% |
| 6M | +140.6% | -38.6% | +179.2% | +150.4% |
| YTD | +183.1% | -47.3% | +230.5% | +197.7% |
| 1Y | +326.8% | -49.2% | +375.9% | +335.6% |
| 3Y | +179.4% | -18.8% | +198.2% | +143.6% |
| All | +179.4% | -19.6% | +199.1% | +143.6% |
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 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