-16.8%
OPEN vs RVMD
+548.5%
-565.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.3% | -2.1% |
| 7D | +1.0% | -1.2% | +2.2% | +1.4% |
| 30D | -11.9% | +1.1% | -13.0% | -12.5% |
| 3M | -28.8% | +39.6% | -68.4% | -37.5% |
| 6M | -38.6% | +110.7% | -149.3% | -55.9% |
| YTD | -47.3% | +160.3% | -207.6% | -67.5% |
| 1Y | -49.2% | +404.9% | -454.1% | -78.2% |
| All | -16.8% | +548.5% | -565.3% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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