-93.6%
OPEN vs EXE
+61.0%
-154.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.9% | -20.9% | -21.6% |
| 7D | -22.2% | -6.6% | -15.7% | -21.0% |
| 30D | -38.3% | -4.0% | -34.3% | -37.8% |
| 3M | -59.4% | -7.5% | -51.9% | -58.8% |
| 6M | -74.4% | -11.7% | -62.7% | -73.7% |
| YTD | -76.0% | -22.0% | -54.0% | -74.7% |
| 1Y | -78.7% | -21.8% | -56.9% | -77.5% |
| 3Y | -30.0% | +8.0% | -38.0% | -37.9% |
| All | -93.6% | +61.0% | -154.6% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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