+10.7%
O vs OPEN
-93.8%
+104.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -21.8% | +21.0% | 0.0% |
| 7D | +3.7% | -22.2% | +25.9% | +4.4% |
| 30D | +11.2% | -38.3% | +49.5% | +12.8% |
| 3M | -4.0% | -59.4% | +55.4% | -1.4% |
| 6M | -5.2% | -74.4% | +69.1% | -1.4% |
| YTD | +9.5% | -76.0% | +85.5% | +13.7% |
| 1Y | +10.6% | -78.7% | +89.3% | +15.0% |
| 3Y | +38.1% | -30.0% | +68.1% | +27.7% |
| All | +10.7% | -93.8% | +104.5% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling