+63.9%
LOW vs OPEN
-74.0%
+137.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.7% | -0.5% |
| 7D | -2.6% | -10.5% | +7.9% | -1.8% |
| 30D | -11.1% | -21.8% | +10.6% | -9.6% |
| 3M | -8.5% | -37.5% | +29.0% | -5.7% |
| 6M | -20.8% | -44.1% | +23.3% | -18.1% |
| YTD | -17.2% | -52.0% | +34.8% | -13.7% |
| 1Y | -24.7% | -52.2% | +27.5% | -24.1% |
| 3Y | -9.7% | -25.9% | +16.2% | -20.2% |
| 5Y | +6.0% | -85.1% | +91.1% | -5.0% |
| All | +63.9% | -74.0% | +137.8% | +34.7% |
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