-41.4%
OPEN vs A
+64.5%
-105.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -4.0% |
| 7D | -15.0% | -0.5% | -14.5% | -14.6% |
| 30D | -40.2% | 0.0% | -40.2% | -40.3% |
| 3M | -67.4% | +16.7% | -84.1% | -71.2% |
| 6M | -74.0% | +54.8% | -128.8% | -82.0% |
| YTD | -79.6% | +28.8% | -108.4% | -83.5% |
| 1Y | -86.1% | +19.3% | -105.4% | -87.9% |
| 3Y | -41.4% | +65.5% | -106.9% | -52.3% |
| All | -41.4% | +64.5% | -105.9% | -52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling