-47.1%
OPEN vs BR
-29.1%
-18.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +2.6% |
| 7D | -4.3% | -5.3% | +1.0% | -1.3% |
| 30D | -16.2% | +6.4% | -22.7% | -19.4% |
| 3M | -36.4% | +13.6% | -50.0% | -41.0% |
| 6M | -35.5% | -6.7% | -28.7% | -30.6% |
| YTD | -46.0% | -21.1% | -24.9% | -21.1% |
| 1Y | -47.1% | -29.6% | -17.6% | +119.4% |
| All | -47.1% | -29.1% | -18.1% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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