-75.2%
OPEN vs DOC
+21.7%
-97.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.3% | -9.5% |
| 7D | -5.8% | +6.2% | -12.0% | -7.4% |
| 30D | -21.1% | +6.5% | -27.6% | -22.6% |
| 3M | -52.4% | -6.2% | -46.2% | -51.9% |
| 6M | -65.8% | +25.6% | -91.4% | -67.4% |
| YTD | -69.3% | +32.1% | -101.4% | -70.8% |
| 1Y | -75.2% | +20.3% | -95.5% | -74.7% |
| All | -75.2% | +21.7% | -97.0% | -74.7% |
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