+162.6%
JPM vs OPEN
-19.6%
+182.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.3% |
| 7D | -0.4% | +1.0% | -1.4% | -0.4% |
| 30D | -1.1% | -11.9% | +10.8% | -0.7% |
| 3M | +14.1% | -28.8% | +42.9% | +15.2% |
| 6M | +23.3% | -38.6% | +61.9% | +24.9% |
| YTD | +11.3% | -47.3% | +58.6% | +13.1% |
| 1Y | +23.0% | -49.2% | +72.2% | +23.8% |
| 3Y | +162.6% | -18.8% | +181.3% | +148.8% |
| All | +162.6% | -19.6% | +182.2% | +148.8% |
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 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