-18.8%
OPEN vs TW
+21.9%
-40.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -2.6% |
| 7D | +1.0% | -3.5% | +4.5% | +1.0% |
| 30D | -11.9% | +0.5% | -12.4% | -11.9% |
| 3M | -28.8% | +4.9% | -33.7% | -29.0% |
| 6M | -38.6% | -17.1% | -21.5% | -37.5% |
| YTD | -47.3% | -3.9% | -43.5% | -46.5% |
| 1Y | -49.2% | -13.3% | -35.9% | -47.9% |
| 3Y | -18.8% | +20.9% | -39.7% | -34.8% |
| All | -18.8% | +21.9% | -40.7% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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