+2.8%
MSFT vs OPEN
-83.9%
+86.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.2% | -6.5% | -2.8% |
| 7D | -6.2% | -31.1% | +24.8% | -2.1% |
| 30D | -3.7% | -34.7% | +31.0% | +0.8% |
| 3M | +3.6% | -61.9% | +65.5% | +15.7% |
| 6M | +26.8% | -71.9% | +98.7% | +45.7% |
| YTD | +8.4% | -76.6% | +85.0% | +24.5% |
| All | +2.8% | -83.9% | +86.7% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling