-96.1%
OPEN vs EXE
+161.7%
-257.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.3% | -9.4% | -7.7% |
| 7D | -24.7% | -2.2% | -22.5% | -24.3% |
| 30D | -41.0% | -0.3% | -40.7% | -41.1% |
| 3M | -62.4% | -9.3% | -53.0% | -61.6% |
| 6M | -73.9% | -7.2% | -66.6% | -73.6% |
| YTD | -77.5% | -18.9% | -58.6% | -76.6% |
| 1Y | -83.6% | -21.7% | -61.9% | -82.7% |
| 3Y | -37.0% | +21.0% | -58.0% | -45.6% |
| 5Y | -93.3% | +76.0% | -169.3% | -94.6% |
| All | -96.1% | +161.7% | -257.8% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling