+310.5%
JPM vs OPEN
-87.3%
+397.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | +0.2% |
| 7D | -2.5% | -31.1% | +28.6% | -1.1% |
| 30D | +2.7% | -34.7% | +37.4% | +4.3% |
| 3M | -4.7% | -61.9% | +57.2% | -1.2% |
| 6M | +15.6% | -71.9% | +87.4% | +20.9% |
| YTD | +8.6% | -76.6% | +85.2% | +14.1% |
| 1Y | +10.9% | -83.9% | +94.8% | +17.9% |
| 3Y | +149.9% | -34.4% | +184.3% | +135.7% |
| 5Y | +131.9% | -93.9% | +225.9% | +119.6% |
| All | +310.5% | -87.3% | +397.8% | +285.8% |
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 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