-39.2%
OPEN vs TAP
-24.6%
-14.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.3% | -9.2% | -9.4% |
| 7D | -31.0% | -6.3% | -24.7% | -28.4% |
| 30D | -41.5% | +2.7% | -44.2% | -41.6% |
| 3M | -64.6% | -3.7% | -60.9% | -63.7% |
| 6M | -73.8% | -2.0% | -71.7% | -73.5% |
| YTD | -78.8% | -12.3% | -66.5% | -77.6% |
| 1Y | -86.8% | -10.1% | -76.8% | -86.4% |
| All | -39.2% | -24.6% | -14.6% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling