+91.0%
LOW vs OPEN
-88.9%
+180.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.8% | +0.4% |
| 7D | +1.4% | -15.0% | +16.4% | +2.6% |
| 30D | +21.7% | -40.2% | +61.9% | +26.0% |
| 3M | +5.0% | -67.4% | +72.4% | +13.5% |
| 6M | +4.6% | -74.0% | +78.6% | +14.4% |
| YTD | -3.5% | -79.6% | +76.1% | +6.7% |
| 1Y | +0.5% | -86.1% | +86.6% | +13.9% |
| 3Y | +24.8% | -41.4% | +66.2% | +11.1% |
| 5Y | +6.5% | -94.9% | +101.3% | +2.7% |
| All | +91.0% | -88.9% | +180.0% | +66.6% |
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