+9.1%
IR vs OPEN
-72.7%
+81.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +13.8% | -14.2% | -1.4% |
| 7D | +11.6% | +3.7% | +7.9% | +11.2% |
| 30D | +7.2% | -14.3% | +21.5% | +8.3% |
| 3M | -5.9% | -51.9% | +46.1% | -0.1% |
| 6M | +11.5% | -61.4% | +72.9% | +19.9% |
| YTD | +6.3% | -66.0% | +72.4% | +15.3% |
| 1Y | +9.1% | -71.4% | +80.5% | +18.7% |
| All | +9.1% | -72.7% | +81.8% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling