+52.3%
MSFT vs OPEN
-35.5%
+87.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -21.8% | +20.8% | -0.1% |
| 7D | +1.7% | -22.2% | +23.9% | +2.6% |
| 30D | +0.2% | -38.3% | +38.5% | +1.8% |
| 3M | +6.4% | -59.4% | +65.7% | +9.8% |
| 6M | +28.7% | -74.4% | +103.1% | +34.7% |
| YTD | +10.4% | -76.0% | +86.4% | +15.4% |
| 1Y | +7.6% | -78.7% | +86.3% | +12.7% |
| 3Y | +52.3% | -30.0% | +82.3% | +47.6% |
| All | +52.3% | -35.5% | +87.8% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling