-71.4%
OPEN vs EXPD
+53.8%
-125.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -3.2% | +17.0% | +15.5% |
| 7D | +3.7% | +0.3% | +3.4% | +2.9% |
| 30D | -14.3% | +1.8% | -16.1% | -15.5% |
| 3M | -51.9% | +8.9% | -60.9% | -54.5% |
| 6M | -61.4% | +42.2% | -103.6% | -69.1% |
| YTD | -66.0% | +33.4% | -99.4% | -74.9% |
| 1Y | -71.4% | +47.2% | -118.6% | -84.3% |
| All | -71.4% | +53.8% | -125.2% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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