+321.9%
JPM vs OPEN
-72.1%
+394.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.4% |
| 7D | -0.4% | -2.9% | +2.5% | -0.3% |
| 30D | -1.4% | -13.8% | +12.4% | -0.9% |
| 3M | +13.9% | -30.9% | +44.8% | +15.4% |
| 6M | +23.5% | -40.9% | +64.5% | +25.6% |
| YTD | +11.6% | -48.5% | +60.2% | +13.9% |
| 1Y | +21.4% | -50.9% | +72.3% | +22.2% |
| 3Y | +163.4% | -20.6% | +184.1% | +147.4% |
| 5Y | +152.5% | -84.2% | +236.7% | +132.8% |
| All | +321.9% | -72.1% | +394.0% | +285.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling