-94.7%
OPEN vs DAR
-27.0%
-67.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.4% |
| 7D | -15.0% | +11.6% | -26.6% | -20.8% |
| 30D | -40.2% | -10.2% | -30.0% | -36.5% |
| 3M | -67.4% | -14.8% | -52.6% | -64.7% |
| 6M | -74.0% | -10.1% | -63.9% | -73.2% |
| YTD | -79.6% | +55.5% | -135.1% | -85.9% |
| 1Y | -86.1% | +61.7% | -147.8% | -90.6% |
| 3Y | -41.4% | +37.2% | -78.5% | -57.9% |
| All | -94.7% | -27.0% | -67.8% | -94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling