+152.8%
JPM vs OPEN
-84.0%
+236.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.3% |
| 7D | -0.4% | +1.0% | -1.4% | -0.5% |
| 30D | -1.1% | -11.9% | +10.8% | -0.6% |
| 3M | +14.1% | -28.8% | +42.9% | +15.7% |
| 6M | +23.3% | -38.6% | +61.9% | +25.5% |
| YTD | +11.3% | -47.3% | +58.6% | +13.8% |
| 1Y | +23.0% | -49.2% | +72.2% | +23.7% |
| 3Y | +162.6% | -18.8% | +181.3% | +142.8% |
| 5Y | +152.8% | -83.6% | +236.4% | +130.4% |
| All | +152.8% | -84.0% | +236.8% | +130.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling