-87.0%
OPEN vs TECH
+16.7%
-103.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.2% | -22.0% | -21.9% |
| 7D | -22.2% | +0.2% | -22.4% | -22.3% |
| 30D | -38.3% | +0.3% | -38.7% | -38.5% |
| 3M | -59.4% | +1.3% | -60.7% | -59.8% |
| 6M | -74.4% | +54.0% | -128.3% | -82.9% |
| YTD | -76.0% | +24.3% | -100.3% | -81.8% |
| 1Y | -78.7% | +25.8% | -104.5% | -84.0% |
| 3Y | -30.0% | +26.0% | -56.0% | -51.4% |
| 5Y | -93.7% | -40.1% | -53.6% | -90.8% |
| All | -87.0% | +16.7% | -103.8% | -86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling