-83.9%
OPEN vs RF
+18.8%
-102.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.4% |
| 7D | -31.1% | -1.3% | -29.7% | -30.1% |
| 30D | -34.7% | +4.6% | -39.3% | -36.5% |
| 3M | -61.9% | -8.4% | -53.4% | -59.5% |
| 6M | -71.9% | +8.9% | -80.7% | -73.4% |
| YTD | -76.6% | +8.8% | -85.4% | -78.9% |
| 1Y | -83.9% | +18.9% | -102.8% | -87.1% |
| All | -83.9% | +18.8% | -102.7% | -87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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