-82.3%
OPEN vs TECH
+26.8%
-109.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -21.7% | +0.2% | -21.9% | -21.7% |
| 30D | -36.5% | +0.5% | -37.0% | -36.6% |
| 3M | -59.5% | +0.9% | -60.4% | -59.6% |
| 6M | -71.9% | +51.0% | -122.9% | -75.5% |
| YTD | -75.8% | +24.4% | -100.2% | -79.1% |
| All | -82.3% | +26.8% | -109.1% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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