-41.4%
OPEN vs NDAQ
+117.7%
-159.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.5% | -3.5% |
| 7D | -15.0% | +1.3% | -16.3% | -15.9% |
| 30D | -40.2% | +18.0% | -58.2% | -47.8% |
| 3M | -67.4% | +11.5% | -78.9% | -70.2% |
| 6M | -74.0% | +21.1% | -95.1% | -78.2% |
| YTD | -79.6% | +12.8% | -92.4% | -81.9% |
| 1Y | -86.1% | +25.7% | -111.8% | -89.1% |
| 3Y | -41.4% | +116.8% | -158.2% | -82.4% |
| All | -41.4% | +117.7% | -159.1% | -82.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling