-86.1%
OPEN vs EXEL
+60.1%
-146.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.3% |
| 7D | -15.0% | -0.8% | -14.2% | -14.7% |
| 30D | -40.2% | +13.1% | -53.3% | -41.6% |
| 3M | -67.4% | +36.3% | -103.7% | -69.2% |
| 6M | -74.0% | +34.5% | -108.5% | -75.1% |
| YTD | -79.6% | +57.4% | -137.0% | -81.5% |
| 1Y | -86.1% | +62.9% | -149.0% | -87.9% |
| All | -86.1% | +60.1% | -146.2% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling