-18.7%
OPEN vs TNA
+105.9%
-124.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.9% | +0.8% |
| 7D | -2.9% | -3.6% | +0.7% | -0.3% |
| 30D | -13.8% | -10.1% | -3.7% | -6.7% |
| 3M | -30.9% | +2.7% | -33.6% | -32.3% |
| 6M | -40.9% | +38.4% | -79.4% | -55.0% |
| YTD | -48.5% | +45.4% | -94.0% | -62.7% |
| 1Y | -50.9% | +55.9% | -106.8% | -66.1% |
| All | -18.7% | +105.9% | -124.6% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling