-45.3%
JD vs OPEN
-87.0%
+41.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -21.8% | +23.4% | +4.0% |
| 7D | +13.4% | -22.2% | +35.6% | +15.8% |
| 30D | +7.7% | -38.3% | +46.0% | +12.6% |
| 3M | -11.3% | -59.4% | +48.1% | -3.3% |
| 6M | -5.1% | -74.4% | +69.2% | +7.9% |
| YTD | +5.0% | -76.0% | +81.0% | +19.0% |
| 1Y | -5.6% | -78.7% | +73.0% | +7.4% |
| 3Y | +17.8% | -30.0% | +47.8% | -4.6% |
| 5Y | -57.2% | -93.7% | +36.6% | -56.1% |
| All | -45.3% | -87.0% | +41.6% | -47.8% |
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