-50.9%
OPEN vs Z
-64.1%
+13.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.8% |
| 7D | -2.9% | -7.1% | +4.1% | +2.4% |
| 30D | -13.8% | -4.8% | -9.0% | -11.2% |
| 3M | -30.9% | -9.3% | -21.5% | -25.9% |
| 6M | -40.9% | -29.0% | -12.0% | -23.8% |
| YTD | -48.5% | -52.9% | +4.3% | -6.9% |
| 1Y | -50.9% | -63.1% | +12.2% | +66.0% |
| All | -50.9% | -64.1% | +13.2% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 1y: compounded portfolio wealth divided by compounded Z 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…
1y analysis · Full analysis span regression · 6 months rolling