+382.7%
MAR vs OPEN
-87.3%
+470.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | 0.0% |
| 7D | +1.0% | -31.1% | +32.1% | +3.1% |
| 30D | +16.2% | -34.7% | +50.9% | +18.8% |
| 3M | +23.1% | -61.9% | +84.9% | +29.9% |
| 6M | +22.0% | -71.9% | +93.8% | +30.6% |
| YTD | +39.2% | -76.6% | +115.7% | +49.9% |
| 1Y | +48.3% | -83.9% | +132.2% | +62.9% |
| 3Y | +123.4% | -34.4% | +157.8% | +98.8% |
| 5Y | +185.4% | -93.9% | +279.3% | +172.5% |
| All | +382.7% | -87.3% | +470.0% | +292.7% |
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 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