-4.4%
ON vs OPEN
-35.5%
+31.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +2.6% |
| 7D | -11.7% | -22.2% | +10.6% | -9.8% |
| 30D | -23.3% | -38.3% | +15.1% | -20.0% |
| 3M | -19.2% | -59.4% | +40.2% | -12.4% |
| 6M | -40.1% | -74.4% | +34.2% | -32.5% |
| YTD | +16.9% | -76.0% | +92.9% | +31.7% |
| 1Y | +29.7% | -78.7% | +108.4% | +46.7% |
| 3Y | -4.4% | -30.0% | +25.6% | -27.7% |
| All | -4.4% | -35.5% | +31.1% | -27.7% |
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 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