-16.8%
OPEN vs AG
+260.2%
-277.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.2% |
| 7D | -4.3% | +1.0% | -5.3% | -4.6% |
| 30D | -16.2% | +19.2% | -35.4% | -20.7% |
| 3M | -36.4% | +6.2% | -42.5% | -37.9% |
| 6M | -35.5% | -26.7% | -8.8% | -31.1% |
| YTD | -46.0% | +26.1% | -72.1% | -50.9% |
| 1Y | -47.1% | +131.7% | -178.8% | -59.8% |
| All | -16.8% | +260.2% | -277.0% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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