+625.8%
NET vs OPEN
-81.6%
+707.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.8% | -16.4% | -5.8% |
| 7D | -16.4% | +3.7% | -20.0% | -17.3% |
| 30D | -25.8% | -14.3% | -11.6% | -23.8% |
| 3M | -11.5% | -51.9% | +40.4% | +3.4% |
| 6M | +18.9% | -61.4% | +80.3% | +45.3% |
| YTD | +35.2% | -66.0% | +101.3% | +65.8% |
| 1Y | +14.5% | -71.4% | +85.8% | +43.3% |
| 3Y | +313.8% | -5.3% | +319.1% | +117.9% |
| 5Y | +32.6% | -91.7% | +124.3% | +32.6% |
| All | +625.8% | -81.6% | +707.4% | +548.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling