-60.3%
OPEN vs AS
+134.9%
-195.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.5% | -22.3% | -22.0% |
| 7D | -22.2% | +6.9% | -29.2% | -24.3% |
| 30D | -38.3% | +16.0% | -54.3% | -42.0% |
| 3M | -59.4% | -12.8% | -46.5% | -57.0% |
| 6M | -74.4% | -15.4% | -59.0% | -72.6% |
| YTD | -76.0% | -15.7% | -60.2% | -74.6% |
| 1Y | -78.7% | +6.1% | -84.7% | -79.6% |
| All | -60.3% | +134.9% | -195.2% | -73.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling