-41.4%
OPEN vs DAR
+33.7%
-75.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.2% |
| 7D | -15.0% | +11.6% | -26.6% | -19.8% |
| 30D | -40.2% | -10.2% | -30.0% | -37.2% |
| 3M | -67.4% | -14.8% | -52.6% | -65.1% |
| 6M | -74.0% | -10.1% | -63.9% | -73.3% |
| YTD | -79.6% | +55.5% | -135.1% | -85.3% |
| 1Y | -86.1% | +61.7% | -147.8% | -90.2% |
| 3Y | -41.4% | +37.2% | -78.5% | -50.8% |
| All | -41.4% | +33.7% | -75.1% | -50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling