-90.7%
OPEN vs EXE
+191.4%
-282.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.9% |
| 7D | -4.3% | -0.3% | -4.0% | -4.2% |
| 30D | -16.2% | +8.5% | -24.7% | -18.1% |
| 3M | -36.4% | +5.5% | -41.8% | -37.5% |
| 6M | -35.5% | -5.9% | -29.6% | -34.7% |
| YTD | -46.0% | -9.7% | -36.3% | -45.0% |
| 1Y | -47.1% | +3.6% | -50.7% | -48.4% |
| 3Y | -19.0% | +18.0% | -37.1% | -28.3% |
| 5Y | -83.6% | +109.4% | -193.0% | -87.8% |
| All | -90.7% | +191.4% | -282.1% | -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 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