-86.1%
OPEN vs D
+15.6%
-101.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.9% | -3.7% |
| 7D | -15.0% | -1.4% | -13.6% | -14.6% |
| 30D | -40.2% | +7.7% | -47.9% | -40.5% |
| 3M | -67.4% | -0.3% | -67.1% | -67.4% |
| 6M | -74.0% | +10.1% | -84.1% | -74.3% |
| YTD | -79.6% | +19.1% | -98.7% | -81.2% |
| 1Y | -86.1% | +15.9% | -102.0% | -86.9% |
| All | -86.1% | +15.6% | -101.7% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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