+326.6%
JPM vs OPEN
-70.7%
+397.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.0% |
| 7D | +0.3% | -4.3% | +4.5% | +0.5% |
| 30D | -0.2% | -16.2% | +16.1% | +0.5% |
| 3M | +15.9% | -36.4% | +52.2% | +17.7% |
| 6M | +20.9% | -35.5% | +56.4% | +22.5% |
| YTD | +12.9% | -46.0% | +58.9% | +15.0% |
| 1Y | +20.3% | -47.1% | +67.4% | +20.7% |
| 3Y | +160.9% | -19.0% | +180.0% | +144.9% |
| 5Y | +154.8% | -83.6% | +238.4% | +134.5% |
| All | +326.6% | -70.7% | +397.3% | +288.8% |
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