-93.6%
OPEN vs EAT
+361.6%
-455.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.9% | -18.9% | -20.1% |
| 7D | -22.2% | -2.6% | -19.6% | -20.3% |
| 30D | -38.3% | +11.5% | -49.8% | -42.1% |
| 3M | -59.4% | -9.1% | -50.3% | -57.6% |
| 6M | -74.4% | +40.4% | -114.8% | -80.3% |
| YTD | -76.0% | +43.9% | -119.9% | -82.5% |
| 1Y | -78.7% | +101.9% | -180.6% | -87.7% |
| 3Y | -30.0% | +489.9% | -519.9% | -86.2% |
| All | -93.6% | +361.6% | -455.2% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling