+8.5%
INTC vs OPEN
-87.8%
+96.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.1% | +5.0% | -1.4% |
| 7D | -4.0% | -24.7% | +20.7% | -1.7% |
| 30D | -44.5% | -41.0% | -3.5% | -41.8% |
| 3M | -40.4% | -62.4% | +22.0% | -34.6% |
| 6M | -53.5% | -73.9% | +20.4% | -47.3% |
| YTD | +57.5% | -77.5% | +135.1% | +80.1% |
| 1Y | +51.2% | -83.6% | +134.7% | +77.1% |
| 3Y | +51.6% | -37.0% | +88.6% | +33.5% |
| 5Y | +23.5% | -93.3% | +116.8% | +18.2% |
| All | +8.5% | -87.8% | +96.4% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling