-16.8%
OPEN vs TMF
-42.2%
+25.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.5% |
| 7D | -4.3% | -1.4% | -2.8% | -3.5% |
| 30D | -16.2% | -2.8% | -13.4% | -14.8% |
| 3M | -36.4% | -10.9% | -25.5% | -32.3% |
| 6M | -35.5% | -21.3% | -14.1% | -27.1% |
| YTD | -46.0% | -15.9% | -30.1% | -41.4% |
| 1Y | -47.1% | -15.7% | -31.4% | -43.0% |
| All | -16.8% | -42.2% | +25.4% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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