-49.8%
OPEN vs EXEL
+52.9%
-102.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.3% | -1.5% |
| 7D | +1.0% | +1.4% | -0.4% | +0.4% |
| 30D | -11.9% | +6.7% | -18.6% | -14.5% |
| 3M | -28.8% | +11.5% | -40.2% | -32.1% |
| 6M | -38.6% | +38.8% | -77.4% | -49.3% |
| YTD | -47.3% | +31.6% | -78.9% | -55.8% |
| All | -49.8% | +52.9% | -102.7% | -65.3% |
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