+27.6%
NOW vs OPEN
-83.3%
+111.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.6% | +3.7% | -4.8% |
| 7D | -6.7% | -5.8% | -0.9% | -6.1% |
| 30D | -25.8% | -21.1% | -4.7% | -23.9% |
| 3M | -12.7% | -52.4% | +39.7% | -5.2% |
| 6M | +11.2% | -65.8% | +77.0% | +25.0% |
| YTD | -33.2% | -69.3% | +36.1% | -24.8% |
| 1Y | -41.8% | -75.2% | +33.4% | -33.5% |
| 3Y | -15.7% | -14.4% | -1.3% | -35.4% |
| 5Y | -26.0% | -92.0% | +65.9% | -28.2% |
| All | +27.6% | -83.3% | +111.0% | +14.0% |
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 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