-94.5%
OPEN vs PL
+40.9%
-135.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.4% |
| 7D | -15.0% | +10.0% | -25.0% | -18.3% |
| 30D | -40.2% | -2.3% | -37.9% | -40.9% |
| 3M | -67.4% | -44.2% | -23.2% | -60.2% |
| 6M | -74.0% | -66.1% | -7.9% | -62.9% |
| YTD | -79.6% | -30.0% | -49.6% | -80.4% |
| 1Y | -86.1% | +21.0% | -107.1% | -90.0% |
| 3Y | -41.4% | +516.5% | -557.9% | -86.9% |
| 5Y | -94.9% | +32.0% | -126.9% | -98.0% |
| All | -94.5% | +40.9% | -135.4% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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