+222.7%
ON vs OPEN
-87.0%
+309.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +3.6% |
| 7D | -11.7% | -22.2% | +10.6% | -8.9% |
| 30D | -23.3% | -38.3% | +15.1% | -18.5% |
| 3M | -19.2% | -59.4% | +40.2% | -9.1% |
| 6M | -40.1% | -74.4% | +34.2% | -28.6% |
| YTD | +16.9% | -76.0% | +92.9% | +39.2% |
| 1Y | +29.7% | -78.7% | +108.4% | +55.3% |
| 3Y | -4.4% | -30.0% | +25.6% | -26.4% |
| 5Y | +7.1% | -93.7% | +100.8% | +5.4% |
| All | +222.7% | -87.0% | +309.7% | +159.9% |
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 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