-83.6%
OPEN vs TCOM
+26.3%
-109.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.9% |
| 7D | +1.0% | -7.6% | +8.6% | +4.7% |
| 30D | -11.9% | -12.2% | +0.3% | -6.4% |
| 3M | -28.8% | -14.2% | -14.6% | -24.4% |
| 6M | -38.6% | -25.0% | -13.6% | -30.4% |
| YTD | -47.3% | -43.7% | -3.7% | -32.5% |
| 1Y | -49.2% | -44.5% | -4.6% | -33.7% |
| 3Y | -18.8% | +13.4% | -32.2% | -32.0% |
| 5Y | -83.6% | +26.5% | -110.1% | -87.7% |
| All | -83.6% | +26.3% | -109.9% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling