+36.4%
O vs OPEN
-70.7%
+107.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | -0.7% | -4.3% | +3.5% | -0.6% |
| 30D | -1.9% | -16.2% | +14.3% | -1.5% |
| 3M | +3.8% | -36.4% | +40.2% | +4.9% |
| 6M | -4.7% | -35.5% | +30.7% | -4.0% |
| YTD | +12.5% | -46.0% | +58.4% | +13.8% |
| 1Y | +10.8% | -47.1% | +58.0% | +10.7% |
| 3Y | +28.8% | -19.0% | +47.8% | +21.9% |
| 5Y | +13.2% | -83.6% | +96.8% | +5.0% |
| All | +36.4% | -70.7% | +107.1% | +21.2% |
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