-83.9%
OPEN vs TAP
-11.8%
-72.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.4% |
| 7D | -31.1% | -8.0% | -23.1% | -29.7% |
| 30D | -34.7% | +4.1% | -38.8% | -33.7% |
| 3M | -61.9% | -4.4% | -57.5% | -61.3% |
| 6M | -71.9% | -1.9% | -69.9% | -71.3% |
| YTD | -76.6% | -12.1% | -64.5% | -76.1% |
| 1Y | -83.9% | -12.0% | -71.9% | -83.5% |
| All | -83.9% | -11.8% | -72.1% | -83.5% |
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