+252.2%
ON vs OPEN
-86.9%
+339.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.7% | +8.4% | +9.1% |
| 7D | -1.4% | -21.7% | +20.2% | +1.5% |
| 30D | -10.9% | -36.5% | +25.6% | -5.7% |
| 3M | -14.9% | -59.5% | +44.7% | -4.2% |
| 6M | -33.0% | -71.9% | +38.8% | -21.2% |
| YTD | +27.6% | -75.8% | +103.4% | +51.8% |
| 1Y | +44.5% | -78.5% | +123.0% | +72.8% |
| 3Y | +7.4% | -30.2% | +37.6% | -17.2% |
| 5Y | +18.7% | -93.3% | +112.0% | +15.9% |
| All | +252.2% | -86.9% | +339.1% | +183.4% |
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