-82.4%
OPEN vs NDAQ
+24.5%
-106.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.3% | -22.1% | -21.9% |
| 7D | -22.2% | +0.8% | -23.1% | -22.3% |
| 30D | -38.3% | +16.5% | -54.8% | -43.0% |
| 3M | -59.4% | +13.5% | -72.9% | -62.0% |
| 6M | -74.4% | +20.9% | -95.3% | -77.0% |
| YTD | -76.0% | +11.4% | -87.4% | -78.8% |
| All | -82.4% | +24.5% | -106.9% | -88.8% |
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