-16.8%
OPEN vs PL
+454.1%
-470.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.0% |
| 7D | -4.3% | -9.3% | +5.1% | -1.5% |
| 30D | -16.2% | -18.9% | +2.7% | -11.0% |
| 3M | -36.4% | -58.4% | +22.0% | -19.0% |
| 6M | -35.5% | -30.3% | -5.1% | -33.6% |
| YTD | -46.0% | -8.1% | -37.9% | -50.4% |
| 1Y | -47.1% | +180.5% | -227.6% | -70.0% |
| All | -16.8% | +454.1% | -470.9% | -76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling