-82.8%
OPEN vs Q
+66.4%
-149.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +6.3% | -28.1% | -24.1% |
| 7D | -22.2% | +0.3% | -22.5% | -22.6% |
| 30D | -38.3% | -9.8% | -28.5% | -36.1% |
| 3M | -59.4% | -12.2% | -47.1% | -57.7% |
| 6M | -74.4% | -21.6% | -52.7% | -73.1% |
| YTD | -76.0% | +43.6% | -119.5% | -84.2% |
| 1Y | -78.7% | +25.7% | -104.3% | -83.8% |
| All | -82.8% | +66.4% | -149.2% | -86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling