-87.0%
OPEN vs SMTC
+98.3%
-185.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +12.7% | -34.5% | -26.7% |
| 7D | -22.2% | -19.0% | -3.2% | -18.0% |
| 30D | -38.3% | -46.7% | +8.4% | -24.2% |
| 3M | -59.4% | -23.4% | -35.9% | -59.1% |
| 6M | -74.4% | -13.4% | -61.0% | -77.2% |
| YTD | -76.0% | +40.1% | -116.0% | -83.8% |
| 1Y | -78.7% | +47.7% | -126.3% | -85.9% |
| 3Y | -30.0% | +606.9% | -636.9% | -89.0% |
| 5Y | -93.7% | +14.4% | -108.1% | -95.9% |
| All | -87.0% | +98.3% | -185.3% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 all: compounded portfolio wealth divided by compounded SMTC 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…
all analysis · Full analysis span regression · 6 months rolling