+112.5%
NET vs OPEN
-83.7%
+196.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.1% |
| 7D | -7.0% | -4.3% | -2.7% | -6.0% |
| 30D | -4.8% | -16.2% | +11.4% | -1.1% |
| 3M | +3.8% | -36.4% | +40.2% | +13.7% |
| 6M | +50.0% | -35.5% | +85.5% | +63.5% |
| YTD | +41.5% | -46.0% | +87.4% | +57.2% |
| 1Y | +32.8% | -47.1% | +80.0% | +31.3% |
| 3Y | +335.9% | -19.0% | +354.9% | +164.5% |
| All | +112.5% | -83.7% | +196.2% | +107.9% |
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