-71.6%
OPEN vs TNA
+174.9%
-246.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.6% |
| 7D | +1.0% | +4.1% | -3.1% | -1.9% |
| 30D | -11.9% | -7.6% | -4.3% | -6.6% |
| 3M | -28.8% | +8.1% | -36.8% | -32.7% |
| 6M | -38.6% | +49.0% | -87.6% | -55.2% |
| YTD | -47.3% | +51.7% | -99.1% | -62.5% |
| 1Y | -49.2% | +59.6% | -108.8% | -64.9% |
| 3Y | -18.8% | +118.9% | -137.7% | -59.2% |
| 5Y | -83.6% | -19.2% | -64.4% | -85.7% |
| All | -71.6% | +174.9% | -246.5% | -78.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling