-86.8%
OPEN vs IP
-7.8%
-79.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.1% | -7.4% | -8.4% |
| 7D | -31.0% | -0.9% | -30.1% | -30.7% |
| 30D | -41.5% | +6.7% | -48.2% | -43.1% |
| 3M | -64.6% | -16.6% | -48.1% | -61.5% |
| 6M | -73.8% | +6.0% | -79.8% | -74.4% |
| YTD | -78.8% | -10.7% | -68.1% | -78.5% |
| 1Y | -86.8% | -6.7% | -80.1% | -87.0% |
| All | -86.8% | -7.8% | -79.0% | -87.0% |
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