+200.7%
QQQ vs OPEN
-74.0%
+274.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | -0.5% |
| 7D | -1.3% | -10.5% | +9.3% | -0.3% |
| 30D | -1.4% | -21.8% | +20.4% | +0.6% |
| 3M | +2.3% | -37.5% | +39.8% | +5.9% |
| 6M | +16.9% | -44.1% | +61.0% | +21.7% |
| YTD | +15.6% | -52.0% | +67.6% | +21.3% |
| 1Y | +22.6% | -52.2% | +74.8% | +24.2% |
| 3Y | +93.5% | -25.9% | +119.5% | +68.0% |
| 5Y | +93.9% | -85.1% | +179.0% | +77.1% |
| All | +200.7% | -74.0% | +274.7% | +158.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling