+13.7%
O vs OPEN
-84.0%
+97.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | -0.3% |
| 7D | -0.6% | +1.0% | -1.5% | -0.6% |
| 30D | -2.0% | -11.9% | +10.0% | -1.6% |
| 3M | +3.0% | -28.8% | +31.8% | +3.9% |
| 6M | -3.6% | -38.6% | +35.0% | -2.6% |
| YTD | +12.1% | -47.3% | +59.4% | +13.6% |
| 1Y | +8.9% | -49.2% | +58.1% | +8.9% |
| 3Y | +30.3% | -18.8% | +49.1% | +22.1% |
| 5Y | +13.7% | -83.6% | +97.3% | +6.7% |
| All | +13.7% | -84.0% | +97.8% | +6.7% |
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 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