-84.2%
OPEN vs QS
-74.8%
-9.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.6% | +4.3% | +1.2% |
| 7D | -2.9% | -4.2% | +1.3% | -0.8% |
| 30D | -13.8% | -15.7% | +1.9% | -5.9% |
| 3M | -30.9% | -28.7% | -2.2% | -18.8% |
| 6M | -40.9% | -23.2% | -17.7% | -34.5% |
| YTD | -48.5% | -49.9% | +1.4% | -29.3% |
| 1Y | -50.9% | -38.8% | -12.1% | -45.4% |
| 3Y | -20.6% | -24.0% | +3.4% | -45.5% |
| 5Y | -84.2% | -75.6% | -8.6% | -79.5% |
| All | -84.2% | -74.8% | -9.4% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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