+55.0%
MSFT vs OPEN
-12.5%
+67.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.1% |
| 7D | -2.7% | -4.3% | +1.6% | -2.5% |
| 30D | +2.7% | -16.2% | +18.9% | +3.3% |
| 3M | +17.0% | -36.4% | +53.3% | +18.7% |
| 6M | +23.8% | -35.5% | +59.3% | +25.4% |
| YTD | +4.0% | -46.0% | +49.9% | +5.7% |
| 1Y | -0.8% | -47.1% | +46.3% | -0.1% |
| All | +55.0% | -12.5% | +67.5% | +52.4% |
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