-47.1%
OPEN vs DOC
+23.9%
-71.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.3% |
| 7D | -4.3% | -1.5% | -2.8% | -3.8% |
| 30D | -16.2% | -4.8% | -11.5% | -14.7% |
| 3M | -36.4% | +6.9% | -43.2% | -37.9% |
| 6M | -35.5% | +20.7% | -56.2% | -39.9% |
| YTD | -46.0% | +34.1% | -80.1% | -54.2% |
| 1Y | -47.1% | +22.6% | -69.8% | -49.4% |
| All | -47.1% | +23.9% | -71.0% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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