-71.6%
OPEN vs AZO
+158.7%
-230.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -2.2% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | -11.9% | -5.6% | -6.3% | -10.4% |
| 3M | -28.8% | -4.0% | -24.8% | -28.3% |
| 6M | -38.6% | -18.9% | -19.7% | -34.7% |
| YTD | -47.3% | -13.0% | -34.4% | -45.9% |
| 1Y | -49.2% | -30.4% | -18.7% | -42.9% |
| 3Y | -18.8% | +12.7% | -31.5% | -26.9% |
| 5Y | -83.6% | +89.6% | -173.3% | -86.4% |
| All | -71.6% | +158.7% | -230.3% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling