-47.1%
OPEN vs TNA
+70.0%
-117.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.1% |
| 7D | -4.3% | -0.1% | -4.2% | -4.2% |
| 30D | -16.2% | -4.9% | -11.3% | -12.7% |
| 3M | -36.4% | +0.4% | -36.7% | -36.4% |
| 6M | -35.5% | +32.5% | -68.0% | -50.3% |
| YTD | -46.0% | +53.7% | -99.7% | -65.6% |
| 1Y | -47.1% | +65.1% | -112.3% | -73.7% |
| All | -47.1% | +70.0% | -117.1% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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