-93.6%
OPEN vs TPR
+253.5%
-347.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.0% | -20.8% | -21.0% |
| 7D | -22.2% | +14.2% | -36.4% | -29.9% |
| 30D | -38.3% | +17.1% | -55.4% | -45.4% |
| 3M | -59.4% | -17.7% | -41.6% | -54.6% |
| 6M | -74.4% | -10.2% | -64.2% | -73.9% |
| YTD | -76.0% | +4.9% | -80.9% | -79.1% |
| 1Y | -78.7% | +36.1% | -114.8% | -85.2% |
| 3Y | -30.0% | +416.5% | -446.5% | -90.1% |
| All | -93.6% | +253.5% | -347.2% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling