-16.8%
OPEN vs DOC
+20.8%
-37.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +2.3% |
| 7D | -4.3% | -1.5% | -2.8% | -2.9% |
| 30D | -16.2% | -4.8% | -11.5% | -12.3% |
| 3M | -36.4% | +6.9% | -43.2% | -40.9% |
| 6M | -35.5% | +20.7% | -56.2% | -48.1% |
| YTD | -46.0% | +34.1% | -80.1% | -62.6% |
| 1Y | -47.1% | +22.6% | -69.8% | -59.2% |
| All | -16.8% | +20.8% | -37.5% | -43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling