-62.4%
OPEN vs Q
+75.3%
-137.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.9% | -3.6% |
| 7D | +1.0% | +6.7% | -5.8% | -1.9% |
| 30D | -11.9% | -10.6% | -1.3% | -7.9% |
| 3M | -28.8% | -14.6% | -14.2% | -26.3% |
| 6M | -38.6% | +12.1% | -50.7% | -48.9% |
| YTD | -47.3% | +51.3% | -98.6% | -65.7% |
| All | -62.4% | +75.3% | -137.7% | -71.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling