-87.0%
OPEN vs TPR
+984.0%
-1,071.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.0% | -20.8% | -21.2% |
| 7D | -22.2% | +14.2% | -36.4% | -28.6% |
| 30D | -38.3% | +17.1% | -55.4% | -44.3% |
| 3M | -59.4% | -17.7% | -41.6% | -55.4% |
| 6M | -74.4% | -10.2% | -64.2% | -73.9% |
| YTD | -76.0% | +4.9% | -80.9% | -78.4% |
| 1Y | -78.7% | +36.1% | -114.8% | -84.0% |
| 3Y | -30.0% | +416.5% | -446.5% | -82.6% |
| 5Y | -93.7% | +254.8% | -348.5% | -98.0% |
| All | -87.0% | +984.0% | -1,071.0% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling