+94.3%
LOW vs OPEN
-87.3%
+181.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.4% |
| 7D | +1.0% | -31.1% | +32.0% | +3.6% |
| 30D | +25.6% | -34.7% | +60.3% | +29.2% |
| 3M | +5.3% | -61.9% | +67.2% | +12.6% |
| 6M | +3.7% | -71.9% | +75.6% | +12.8% |
| YTD | -1.9% | -76.6% | +74.7% | +7.5% |
| 1Y | +0.6% | -83.9% | +84.5% | +12.6% |
| 3Y | +26.4% | -34.4% | +60.8% | +11.7% |
| 5Y | +10.1% | -93.9% | +104.1% | +5.0% |
| All | +94.3% | -87.3% | +181.6% | +67.7% |
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