-83.9%
OPEN vs COMP
+16.3%
-100.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.5% | +2.9% |
| 7D | -31.1% | +2.2% | -33.3% | -32.6% |
| 30D | -34.7% | +16.3% | -51.0% | -40.1% |
| 3M | -61.9% | -19.1% | -42.7% | -58.3% |
| 6M | -71.9% | +17.1% | -89.0% | -74.0% |
| YTD | -76.6% | -2.9% | -73.7% | -77.5% |
| 1Y | -83.9% | +8.8% | -92.7% | -87.1% |
| All | -83.9% | +16.3% | -100.2% | -87.1% |
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