-82.3%
OPEN vs IP
-2.1%
-80.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | -0.8% |
| 7D | -21.7% | -3.0% | -18.6% | -20.3% |
| 30D | -36.5% | +10.6% | -47.1% | -39.5% |
| 3M | -59.5% | -13.6% | -46.0% | -56.9% |
| 6M | -71.9% | +10.4% | -82.3% | -73.2% |
| YTD | -75.8% | -6.5% | -69.3% | -75.9% |
| All | -82.3% | -2.1% | -80.2% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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