-92.0%
OPEN vs PL
+11.6%
-103.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -10.1% | +0.5% | -5.6% |
| 7D | -5.8% | -20.5% | +14.8% | +2.6% |
| 30D | -21.1% | -38.8% | +17.6% | -5.1% |
| 3M | -52.4% | -49.1% | -3.3% | -38.9% |
| 6M | -65.8% | -69.4% | +3.6% | -49.0% |
| YTD | -69.3% | -42.3% | -27.0% | -67.7% |
| 1Y | -75.2% | -14.2% | -61.1% | -79.0% |
| 3Y | -14.4% | +398.7% | -413.0% | -78.9% |
| 5Y | -92.0% | +11.1% | -103.1% | -96.7% |
| All | -92.0% | +11.6% | -103.6% | -96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling