-49.2%
OPEN vs DAR
+108.5%
-157.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.9% | -5.5% | -3.7% |
| 7D | +1.0% | -0.9% | +1.9% | +1.3% |
| 30D | -11.9% | +13.0% | -24.9% | -17.2% |
| 3M | -28.8% | +15.0% | -43.8% | -34.2% |
| 6M | -38.6% | +26.8% | -65.4% | -47.4% |
| YTD | -47.3% | +86.4% | -133.8% | -65.8% |
| 1Y | -49.2% | +115.1% | -164.3% | -70.2% |
| All | -49.2% | +108.5% | -157.7% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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