-16.3%
NOW vs OPEN
-35.5%
+19.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | +0.8% |
| 7D | -3.0% | -22.2% | +19.2% | -1.9% |
| 30D | -26.0% | -38.3% | +12.3% | -24.3% |
| 3M | -13.1% | -59.4% | +46.3% | -9.3% |
| 6M | +14.5% | -74.4% | +88.9% | +21.9% |
| YTD | -33.4% | -76.0% | +42.6% | -29.2% |
| 1Y | -40.6% | -78.7% | +38.0% | -36.8% |
| 3Y | -16.3% | -30.0% | +13.7% | -20.5% |
| All | -16.3% | -35.5% | +19.2% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling