-30.0%
OPEN vs TPR
+407.4%
-437.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.0% | -20.8% | -21.3% |
| 7D | -22.2% | +14.2% | -36.4% | -26.9% |
| 30D | -38.3% | +17.1% | -55.4% | -42.6% |
| 3M | -59.4% | -17.7% | -41.6% | -56.4% |
| 6M | -74.4% | -10.2% | -64.2% | -74.0% |
| YTD | -76.0% | +4.9% | -80.9% | -77.9% |
| 1Y | -78.7% | +36.1% | -114.8% | -83.1% |
| 3Y | -30.0% | +416.5% | -446.5% | -88.8% |
| All | -30.0% | +407.4% | -437.4% | -88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling