-62.9%
OPEN vs AS
+137.8%
-200.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.8% | -5.2% | -6.3% |
| 7D | -24.7% | +4.5% | -29.2% | -25.9% |
| 30D | -41.0% | +13.2% | -54.2% | -43.9% |
| 3M | -62.4% | -11.9% | -50.4% | -60.4% |
| 6M | -73.9% | -11.6% | -62.3% | -72.6% |
| YTD | -77.5% | -14.7% | -62.8% | -76.4% |
| 1Y | -83.6% | +5.7% | -89.3% | -84.2% |
| All | -62.9% | +137.8% | -200.7% | -75.3% |
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