-71.4%
OPEN vs NDAQ
+28.8%
-100.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.6% | +11.2% | +12.4% |
| 7D | +3.7% | +3.9% | -0.3% | +1.6% |
| 30D | -14.3% | +19.0% | -33.3% | -21.9% |
| 3M | -51.9% | +17.6% | -69.5% | -56.0% |
| 6M | -61.4% | +21.0% | -82.4% | -65.4% |
| YTD | -66.0% | +14.1% | -80.1% | -70.3% |
| 1Y | -71.4% | +29.4% | -100.8% | -82.8% |
| All | -71.4% | +28.8% | -100.2% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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