-30.0%
OPEN vs COMP
+353.8%
-383.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +10.7% | -32.5% | -28.9% |
| 7D | -22.2% | +13.4% | -35.7% | -30.2% |
| 30D | -38.3% | +11.1% | -49.4% | -43.7% |
| 3M | -59.4% | -18.8% | -40.5% | -54.3% |
| 6M | -74.4% | +10.5% | -84.9% | -77.0% |
| YTD | -76.0% | -3.4% | -72.6% | -77.9% |
| 1Y | -78.7% | +19.7% | -98.4% | -83.1% |
| 3Y | -30.0% | +381.6% | -411.6% | -81.8% |
| All | -30.0% | +353.8% | -383.8% | -81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling