+279.1%
ON vs OPEN
-70.7%
+349.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +2.4% | -4.3% | +6.7% | +3.1% |
| 30D | -3.3% | -16.2% | +12.9% | -1.1% |
| 3M | -43.6% | -36.4% | -7.2% | -40.1% |
| 6M | +19.0% | -35.5% | +54.4% | +25.2% |
| YTD | +37.4% | -46.0% | +83.3% | +47.0% |
| 1Y | +54.8% | -47.1% | +101.9% | +55.6% |
| 3Y | -25.2% | -19.0% | -6.1% | -41.7% |
| 5Y | +62.7% | -83.6% | +146.3% | +40.4% |
| All | +279.1% | -70.7% | +349.8% | +174.6% |
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