-83.9%
OPEN vs TPR
+28.7%
-112.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.6% |
| 7D | -31.1% | +6.4% | -37.5% | -32.1% |
| 30D | -34.7% | +13.8% | -48.4% | -36.6% |
| 3M | -61.9% | -16.6% | -45.2% | -60.8% |
| 6M | -71.9% | +0.7% | -72.5% | -73.1% |
| YTD | -76.6% | +5.3% | -81.9% | -79.1% |
| 1Y | -83.9% | +32.4% | -116.3% | -89.8% |
| All | -83.9% | +28.7% | -112.6% | -89.8% |
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