-7.8%
LOW vs OPEN
-19.6%
+11.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.6% |
| 7D | +0.4% | +1.0% | -0.6% | +0.3% |
| 30D | -10.1% | -11.9% | +1.8% | -9.5% |
| 3M | -2.9% | -28.8% | +25.9% | -1.2% |
| 6M | -19.4% | -38.6% | +19.2% | -17.6% |
| YTD | -15.4% | -47.3% | +31.9% | -13.1% |
| 1Y | -24.9% | -49.2% | +24.2% | -24.7% |
| 3Y | -7.8% | -18.8% | +11.0% | -17.8% |
| All | -7.8% | -19.6% | +11.8% | -17.8% |
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