-89.0%
OPEN vs P
+529.3%
-618.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -2.8% |
| 7D | -15.0% | +11.6% | -26.6% | -19.3% |
| 30D | -40.2% | -23.7% | -16.5% | -34.2% |
| 3M | -67.4% | -8.0% | -59.4% | -68.0% |
| 6M | -74.0% | +27.9% | -101.9% | -79.3% |
| YTD | -79.6% | +61.2% | -140.7% | -86.2% |
| 1Y | -86.1% | +28.6% | -114.7% | -89.7% |
| 3Y | -41.4% | +200.5% | -241.9% | -80.5% |
| 5Y | -94.9% | +282.9% | -377.8% | -98.6% |
| All | -89.0% | +529.3% | -618.3% | -97.5% |
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