-86.9%
OPEN vs NDAQ
+201.2%
-288.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.7% |
| 7D | -21.7% | -0.1% | -21.6% | -21.2% |
| 30D | -36.5% | +15.9% | -52.3% | -45.8% |
| 3M | -59.5% | +15.1% | -74.6% | -65.4% |
| 6M | -71.9% | +22.9% | -94.7% | -78.1% |
| YTD | -75.8% | +12.8% | -88.7% | -79.6% |
| 1Y | -78.5% | +26.0% | -104.5% | -84.1% |
| 3Y | -30.2% | +119.7% | -149.9% | -75.5% |
| 5Y | -93.3% | +65.4% | -158.7% | -96.9% |
| All | -86.9% | +201.2% | -288.2% | -95.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling