-93.9%
OPEN vs TPR
+238.0%
-332.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +5.4% |
| 7D | -31.1% | +6.4% | -37.5% | -34.6% |
| 30D | -34.7% | +13.8% | -48.4% | -40.9% |
| 3M | -61.9% | -16.6% | -45.2% | -57.8% |
| 6M | -71.9% | +0.7% | -72.5% | -73.6% |
| YTD | -76.6% | +5.3% | -81.9% | -79.7% |
| 1Y | -83.9% | +32.4% | -116.3% | -88.5% |
| 3Y | -34.4% | +406.4% | -440.8% | -90.2% |
| 5Y | -93.9% | +227.9% | -321.9% | -98.8% |
| All | -93.9% | +238.0% | -332.0% | -98.8% |
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 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