-71.4%
OPEN vs COMP
+23.8%
-95.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +7.7% | +6.1% | +9.4% |
| 7D | +3.7% | +9.5% | -5.8% | -1.2% |
| 30D | -14.3% | +8.1% | -22.4% | -17.6% |
| 3M | -51.9% | -16.3% | -35.6% | -47.6% |
| 6M | -61.4% | +42.2% | -103.6% | -68.0% |
| YTD | -66.0% | -5.0% | -61.0% | -66.9% |
| 1Y | -71.4% | +20.1% | -91.5% | -81.4% |
| All | -71.4% | +23.8% | -95.2% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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