-16.8%
OPEN vs DAR
+6.3%
-23.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.1% |
| 7D | -4.3% | +1.4% | -5.6% | -5.2% |
| 30D | -16.2% | +12.8% | -29.0% | -22.7% |
| 3M | -36.4% | +7.4% | -43.7% | -39.7% |
| 6M | -35.5% | +22.3% | -57.7% | -44.0% |
| YTD | -46.0% | +81.1% | -127.1% | -63.4% |
| 1Y | -47.1% | +106.5% | -153.6% | -67.2% |
| All | -16.8% | +6.3% | -23.1% | -27.9% |
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