+188.8%
QQQ vs OPEN
-88.9%
+277.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -0.9% |
| 7D | +3.6% | -15.0% | +18.6% | +5.0% |
| 30D | -6.7% | -40.2% | +33.5% | -3.2% |
| 3M | -7.0% | -67.4% | +60.4% | +1.3% |
| 6M | -4.7% | -74.0% | +69.3% | +5.4% |
| YTD | +11.1% | -79.6% | +90.6% | +24.3% |
| 1Y | +12.3% | -86.1% | +98.4% | +29.2% |
| 3Y | +83.3% | -41.4% | +124.7% | +58.7% |
| 5Y | +77.5% | -94.9% | +172.3% | +76.7% |
| All | +188.8% | -88.9% | +277.7% | +165.0% |
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