+278.4%
MAR vs OPEN
-70.7%
+349.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | -4.2% | -4.3% | +0.1% | -3.9% |
| 30D | -6.7% | -16.2% | +9.5% | -5.7% |
| 3M | -12.5% | -36.4% | +23.9% | -10.4% |
| 6M | +0.6% | -35.5% | +36.0% | +2.6% |
| YTD | +9.1% | -46.0% | +55.1% | +12.2% |
| 1Y | +26.2% | -47.1% | +73.4% | +26.2% |
| 3Y | +68.2% | -19.0% | +87.2% | +49.9% |
| 5Y | +163.9% | -83.6% | +247.5% | +138.9% |
| All | +278.4% | -70.7% | +349.1% | +193.8% |
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