-17.1%
OPEN vs EAT
+657.6%
-674.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | +0.1% | +0.4% |
| 7D | -4.3% | 0.0% | -4.3% | -4.3% |
| 30D | -16.2% | +1.9% | -18.1% | -17.6% |
| 3M | -36.4% | +68.7% | -105.0% | -50.6% |
| 6M | -35.5% | +66.9% | -102.3% | -50.8% |
| YTD | -46.0% | +60.4% | -106.4% | -58.3% |
| 1Y | -47.1% | +44.0% | -91.1% | -57.2% |
| All | -17.1% | +657.6% | -674.7% | -83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling