-18.8%
OPEN vs TECH
-0.6%
-18.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.4% |
| 7D | +1.0% | +0.2% | +0.8% | +0.9% |
| 30D | -11.9% | +0.1% | -12.0% | -12.0% |
| 3M | -28.8% | +37.5% | -66.3% | -43.3% |
| 6M | -38.6% | +34.6% | -73.2% | -52.8% |
| YTD | -47.3% | +23.5% | -70.8% | -57.0% |
| 1Y | -49.2% | +34.4% | -83.6% | -61.7% |
| 3Y | -18.8% | +2.3% | -21.1% | -21.4% |
| All | -18.8% | -0.6% | -18.2% | -21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling