-21.4%
NOW vs OPEN
-38.6%
+17.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.0% |
| 7D | -2.4% | -4.3% | +1.9% | -2.1% |
| 30D | +20.5% | -16.2% | +36.7% | +21.7% |
| 3M | +18.3% | -36.4% | +54.7% | +21.3% |
| 6M | +24.1% | -35.5% | +59.5% | +27.2% |
| YTD | -7.8% | -46.0% | +38.2% | -5.3% |
| 1Y | -21.4% | -47.1% | +25.8% | -20.1% |
| All | -21.4% | -38.6% | +17.2% | -20.1% |
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