-48.8%
OPEN vs OMC
+4.2%
-53.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.0% |
| 7D | -2.9% | -4.2% | +1.3% | -1.4% |
| 30D | -13.8% | -7.5% | -6.3% | -11.3% |
| 3M | -30.9% | +4.6% | -35.5% | -32.3% |
| 6M | -40.9% | -4.8% | -36.1% | -40.5% |
| YTD | -48.5% | -1.0% | -47.5% | -47.9% |
| All | -48.8% | +4.2% | -53.0% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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