-84.0%
OPEN vs TYL
-25.2%
-58.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.7% | +4.7% |
| 7D | -4.3% | -3.7% | -0.6% | -0.8% |
| 30D | -16.2% | +18.7% | -35.0% | -30.6% |
| 3M | -36.4% | +18.1% | -54.5% | -49.0% |
| 6M | -35.5% | -1.1% | -34.3% | -38.2% |
| YTD | -46.0% | -19.8% | -26.2% | -36.2% |
| 1Y | -47.1% | -34.3% | -12.8% | -20.8% |
| 3Y | -19.0% | -8.2% | -10.8% | -37.4% |
| All | -84.0% | -25.2% | -58.8% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 TYL 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