-85.4%
OPEN vs Q
+68.3%
-153.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.5% | -0.1% | -2.3% |
| 7D | -15.0% | +1.2% | -16.2% | -15.2% |
| 30D | -40.2% | -2.7% | -37.5% | -40.0% |
| 3M | -67.4% | -16.9% | -50.5% | -65.1% |
| 6M | -74.0% | -26.9% | -47.2% | -71.2% |
| YTD | -79.6% | +45.2% | -124.8% | -86.6% |
| 1Y | -86.1% | +38.1% | -124.2% | -90.3% |
| All | -85.4% | +68.3% | -153.7% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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