+64.1%
MSFT vs OPEN
-93.8%
+157.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -21.8% | +20.8% | +0.6% |
| 7D | +1.7% | -22.2% | +23.9% | +3.3% |
| 30D | +0.2% | -38.3% | +38.5% | +3.3% |
| 3M | +6.4% | -59.4% | +65.7% | +12.7% |
| 6M | +28.7% | -74.4% | +103.1% | +40.3% |
| YTD | +10.4% | -76.0% | +86.4% | +20.2% |
| 1Y | +7.6% | -78.7% | +86.3% | +17.6% |
| 3Y | +52.3% | -30.0% | +82.3% | +32.0% |
| All | +64.1% | -93.8% | +157.8% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling