-86.8%
OPEN vs A
+16.3%
-103.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.2% | -7.3% | -8.4% |
| 7D | -31.0% | +0.7% | -31.7% | -31.3% |
| 30D | -41.5% | +0.8% | -42.3% | -41.7% |
| 3M | -64.6% | +16.9% | -81.5% | -67.6% |
| 6M | -73.8% | +53.8% | -127.5% | -80.0% |
| YTD | -78.8% | +28.1% | -106.9% | -80.9% |
| 1Y | -86.8% | +15.0% | -101.9% | -85.9% |
| All | -86.8% | +16.3% | -103.1% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling