-49.2%
OPEN vs TAP
-19.0%
-30.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | -1.7% |
| 7D | +1.0% | -2.3% | +3.3% | +1.5% |
| 30D | -11.9% | -9.4% | -2.5% | -10.3% |
| 3M | -28.8% | -0.8% | -28.0% | -28.8% |
| 6M | -38.6% | -14.7% | -23.9% | -35.8% |
| YTD | -47.3% | -13.9% | -33.4% | -46.3% |
| 1Y | -49.2% | -18.6% | -30.5% | -35.9% |
| All | -49.2% | -19.0% | -30.2% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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