+369.1%
MAR vs OPEN
-86.9%
+456.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +0.2% | -21.7% | +21.9% | +1.5% |
| 30D | +14.0% | -36.5% | +50.5% | +16.8% |
| 3M | +18.1% | -59.5% | +77.7% | +24.3% |
| 6M | +18.6% | -71.9% | +90.4% | +27.0% |
| YTD | +35.3% | -75.8% | +111.1% | +45.5% |
| 1Y | +44.5% | -78.5% | +123.0% | +55.7% |
| 3Y | +120.7% | -30.2% | +150.9% | +95.6% |
| 5Y | +164.1% | -93.3% | +257.4% | +151.2% |
| All | +369.1% | -86.9% | +456.0% | +281.1% |
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