-47.1%
OPEN vs TPR
+18.2%
-65.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -4.3% | -2.7% | -1.6% | -3.7% |
| 30D | -16.2% | -23.3% | +7.0% | -11.4% |
| 3M | -36.4% | -12.8% | -23.6% | -35.9% |
| 6M | -35.5% | -21.7% | -13.7% | -33.0% |
| YTD | -46.0% | -3.9% | -42.1% | -48.5% |
| 1Y | -47.1% | +16.9% | -64.1% | -50.2% |
| All | -47.1% | +18.2% | -65.3% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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