-93.6%
OPEN vs NDAQ
+60.8%
-154.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.3% | -22.1% | -22.1% |
| 7D | -22.2% | +0.8% | -23.1% | -22.7% |
| 30D | -38.3% | +16.5% | -54.8% | -48.6% |
| 3M | -59.4% | +13.5% | -72.9% | -65.2% |
| 6M | -74.4% | +20.9% | -95.3% | -80.2% |
| YTD | -76.0% | +11.4% | -87.4% | -79.9% |
| 1Y | -78.7% | +25.9% | -104.6% | -84.9% |
| 3Y | -30.0% | +119.9% | -149.9% | -80.1% |
| All | -93.6% | +60.8% | -154.4% | -97.6% |
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