+76.1%
NOW vs OPEN
-70.7%
+146.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.0% |
| 7D | -2.4% | -4.3% | +1.9% | -1.9% |
| 30D | +20.5% | -16.2% | +36.7% | +22.9% |
| 3M | +18.3% | -36.4% | +54.7% | +24.1% |
| 6M | +24.1% | -35.5% | +59.5% | +29.6% |
| YTD | -7.8% | -46.0% | +38.2% | -2.5% |
| 1Y | -21.4% | -47.1% | +25.8% | -21.1% |
| 3Y | +19.5% | -19.0% | +38.6% | -4.1% |
| 5Y | +4.1% | -83.6% | +87.7% | -7.3% |
| All | +76.1% | -70.7% | +146.8% | +47.7% |
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