-37.0%
OPEN vs PL
+570.0%
-607.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.7% | -6.4% | -6.9% |
| 7D | -24.7% | +5.6% | -30.3% | -26.9% |
| 30D | -41.0% | -16.9% | -24.1% | -38.6% |
| 3M | -62.4% | -38.2% | -24.1% | -57.5% |
| 6M | -73.9% | -63.4% | -10.4% | -66.5% |
| YTD | -77.5% | -27.6% | -49.9% | -78.2% |
| 1Y | -83.6% | +6.6% | -90.1% | -86.3% |
| 3Y | -37.0% | +557.6% | -594.6% | -81.7% |
| All | -37.0% | +570.0% | -607.0% | -81.7% |
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