-40.3%
NOW vs OPEN
-82.9%
+42.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.2% | -1.0% | +2.6% |
| 7D | -5.6% | -31.1% | +25.5% | -0.9% |
| 30D | -26.8% | -34.7% | +7.9% | -22.7% |
| 3M | -19.4% | -61.9% | +42.4% | -8.9% |
| 6M | +12.3% | -71.9% | +84.2% | +31.8% |
| YTD | -32.9% | -76.6% | +43.7% | -21.8% |
| 1Y | -40.3% | -83.9% | +43.6% | -29.0% |
| All | -40.3% | -82.9% | +42.5% | -29.0% |
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