-84.0%
OPEN vs NDAQ
+55.8%
-139.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +2.8% |
| 7D | -4.3% | -2.4% | -1.8% | -1.6% |
| 30D | -16.2% | +2.5% | -18.7% | -18.9% |
| 3M | -36.4% | +9.9% | -46.3% | -44.3% |
| 6M | -35.5% | +9.4% | -44.9% | -43.9% |
| YTD | -46.0% | +0.4% | -46.4% | -48.6% |
| 1Y | -47.1% | +4.0% | -51.2% | -52.0% |
| 3Y | -19.0% | +94.4% | -113.4% | -72.2% |
| All | -84.0% | +55.8% | -139.8% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling