+47.6%
ON vs OPEN
-72.7%
+120.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.8% | -15.7% | -4.0% |
| 7D | -5.8% | +3.7% | -9.5% | -6.4% |
| 30D | -17.1% | -14.3% | -2.8% | -15.2% |
| 3M | -11.8% | -51.9% | +40.1% | -0.9% |
| 6M | -30.2% | -61.4% | +31.2% | -19.1% |
| YTD | +31.6% | -66.0% | +97.6% | +53.9% |
| 1Y | +47.6% | -71.4% | +118.9% | +73.9% |
| All | +47.6% | -72.7% | +120.2% | +73.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling