+58.5%
ON vs OPEN
-84.0%
+142.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -4.1% |
| 7D | -2.2% | +1.0% | -3.1% | -2.3% |
| 30D | -12.4% | -11.9% | -0.5% | -11.0% |
| 3M | -41.2% | -28.8% | -12.4% | -38.6% |
| 6M | +25.0% | -38.6% | +63.6% | +32.6% |
| YTD | +31.3% | -47.3% | +78.6% | +41.2% |
| 1Y | +45.4% | -49.2% | +94.6% | +47.2% |
| 3Y | -27.4% | -18.8% | -8.6% | -44.0% |
| 5Y | +58.5% | -83.6% | +142.1% | +42.0% |
| All | +58.5% | -84.0% | +142.5% | +42.0% |
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