-93.9%
OPEN vs PL
+45.6%
-139.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.7% | -6.4% | -6.8% |
| 7D | -24.7% | +5.6% | -30.3% | -27.8% |
| 30D | -41.0% | -16.9% | -24.1% | -38.0% |
| 3M | -62.4% | -38.2% | -24.1% | -55.9% |
| 6M | -73.9% | -63.4% | -10.4% | -63.9% |
| YTD | -77.5% | -27.6% | -49.9% | -78.8% |
| 1Y | -83.6% | +6.6% | -90.1% | -87.4% |
| 3Y | -37.0% | +557.6% | -594.6% | -86.3% |
| 5Y | -93.3% | +39.5% | -132.8% | -97.4% |
| All | -93.9% | +45.6% | -139.5% | -97.6% |
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