-1.0%
OPEN vs DOC
+43.5%
-44.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.1% | +10.7% | +11.0% |
| 7D | +3.7% | +8.7% | -5.1% | -3.5% |
| 30D | -14.3% | +7.6% | -21.9% | -19.5% |
| 3M | -51.9% | -5.3% | -46.7% | -49.6% |
| 6M | -61.4% | +27.6% | -89.0% | -70.1% |
| YTD | -66.0% | +32.4% | -98.4% | -75.5% |
| 1Y | -71.4% | +22.9% | -94.2% | -77.5% |
| All | -1.0% | +43.5% | -44.5% | -39.1% |
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