-71.4%
OPEN vs AS
+3.3%
-74.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.1% | +8.7% | +11.2% |
| 7D | +3.7% | +13.8% | -10.1% | -2.6% |
| 30D | -14.3% | +16.7% | -31.0% | -20.2% |
| 3M | -51.9% | -11.5% | -40.4% | -49.6% |
| 6M | -61.4% | -5.5% | -55.9% | -60.8% |
| YTD | -66.0% | -14.2% | -51.8% | -65.2% |
| 1Y | -71.4% | +2.1% | -73.5% | -74.8% |
| All | -71.4% | +3.3% | -74.7% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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