+27.1%
NOW vs OPEN
-87.0%
+114.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | +2.2% |
| 7D | -3.0% | -22.2% | +19.2% | -0.5% |
| 30D | -26.0% | -38.3% | +12.3% | -22.1% |
| 3M | -13.1% | -59.4% | +46.3% | -4.1% |
| 6M | +14.5% | -74.4% | +88.9% | +32.7% |
| YTD | -33.4% | -76.0% | +42.6% | -23.1% |
| 1Y | -40.6% | -78.7% | +38.0% | -31.1% |
| 3Y | -16.3% | -30.0% | +13.7% | -34.8% |
| 5Y | -26.3% | -93.7% | +67.4% | -26.6% |
| All | +27.1% | -87.0% | +114.1% | +16.5% |
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 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