-86.9%
OPEN vs P
+499.3%
-586.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.3% | -5.6% | -2.1% |
| 7D | -21.7% | -9.6% | -12.1% | -19.0% |
| 30D | -36.5% | -33.4% | -3.1% | -25.4% |
| 3M | -59.5% | +14.2% | -73.7% | -64.6% |
| 6M | -71.9% | +31.6% | -103.4% | -78.1% |
| YTD | -75.8% | +53.5% | -129.3% | -83.2% |
| 1Y | -78.5% | +14.2% | -92.7% | -83.0% |
| 3Y | -30.2% | +190.5% | -220.7% | -76.6% |
| 5Y | -93.3% | +256.3% | -349.6% | -98.0% |
| All | -86.9% | +499.3% | -586.2% | -97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling