-50.9%
OPEN vs EAT
+39.0%
-89.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.3% |
| 7D | -2.9% | -6.8% | +3.9% | -0.8% |
| 30D | -13.8% | -5.4% | -8.4% | -12.9% |
| 3M | -30.9% | +42.8% | -73.6% | -41.6% |
| 6M | -40.9% | +56.5% | -97.5% | -54.0% |
| YTD | -48.5% | +50.0% | -98.6% | -60.0% |
| 1Y | -50.9% | +38.3% | -89.2% | -31.7% |
| All | -50.9% | +39.0% | -89.9% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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