-16.8%
OPEN vs ALL
+150.1%
-166.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +2.0% | +0.5% |
| 7D | -4.3% | 0.0% | -4.3% | -4.3% |
| 30D | -16.2% | -1.5% | -14.7% | -16.3% |
| 3M | -36.4% | +23.6% | -60.0% | -35.9% |
| 6M | -35.5% | +22.3% | -57.8% | -35.0% |
| YTD | -46.0% | +26.5% | -72.5% | -45.7% |
| 1Y | -47.1% | +27.0% | -74.2% | -47.0% |
| All | -16.8% | +150.1% | -166.9% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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