+31.4%
O vs OPEN
-12.5%
+43.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | -0.7% | -4.3% | +3.5% | -0.7% |
| 30D | -1.9% | -16.2% | +14.3% | -1.6% |
| 3M | +3.8% | -36.4% | +40.2% | +4.5% |
| 6M | -4.7% | -35.5% | +30.7% | -4.3% |
| YTD | +12.5% | -46.0% | +58.4% | +13.3% |
| 1Y | +10.8% | -47.1% | +58.0% | +10.7% |
| All | +31.4% | -12.5% | +43.9% | +26.4% |
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