-49.3%
OPEN vs AS
+133.7%
-183.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.3% | -7.3% | -8.6% |
| 7D | -5.8% | +7.1% | -12.9% | -8.3% |
| 30D | -21.1% | +12.8% | -34.0% | -24.9% |
| 3M | -52.4% | -14.7% | -37.7% | -49.2% |
| 6M | -65.8% | -9.9% | -55.8% | -64.4% |
| YTD | -69.3% | -16.1% | -53.2% | -67.5% |
| 1Y | -75.2% | +0.2% | -75.4% | -75.7% |
| All | -49.3% | +133.7% | -183.0% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling