+32.8%
NET vs OPEN
-38.6%
+71.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.0% |
| 7D | -7.0% | -4.3% | -2.7% | -6.6% |
| 30D | -4.8% | -16.2% | +11.4% | -3.5% |
| 3M | +3.8% | -36.4% | +40.2% | +7.1% |
| 6M | +50.0% | -35.5% | +85.5% | +54.7% |
| YTD | +41.5% | -46.0% | +87.4% | +46.1% |
| 1Y | +32.8% | -47.1% | +80.0% | +38.2% |
| All | +32.8% | -38.6% | +71.4% | +38.2% |
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