-70.8%
OPEN vs TPR
+896.9%
-967.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -4.3% | -2.3% | -2.0% | -2.8% |
| 30D | -16.2% | -23.0% | +6.7% | -3.8% |
| 3M | -36.4% | -12.5% | -23.9% | -33.2% |
| 6M | -35.5% | -21.4% | -14.0% | -28.6% |
| YTD | -46.0% | -3.5% | -42.5% | -48.5% |
| 1Y | -47.1% | +17.4% | -64.5% | -56.5% |
| 3Y | -19.0% | +291.3% | -310.3% | -75.2% |
| 5Y | -83.6% | +241.9% | -325.5% | -94.6% |
| All | -70.8% | +896.9% | -967.8% | -89.0% |
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