+23.9%
IR vs OPEN
-42.5%
+66.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.4% | -0.1% |
| 7D | +2.5% | -15.0% | +17.5% | +3.2% |
| 30D | +9.2% | -40.2% | +49.4% | +11.3% |
| 3M | +0.9% | -67.4% | +68.3% | +5.8% |
| 6M | +19.2% | -74.0% | +93.3% | +25.9% |
| YTD | +7.5% | -79.6% | +87.1% | +14.3% |
| 1Y | +11.7% | -86.1% | +97.8% | +20.5% |
| 3Y | +23.9% | -41.4% | +65.3% | +23.3% |
| All | +23.9% | -42.5% | +66.4% | +23.3% |
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