+23.0%
QQQ vs OPEN
-63.3%
+86.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | -0.6% | -11.4% | +10.9% | +0.5% |
| 30D | -1.2% | -20.1% | +18.8% | +0.6% |
| 3M | -0.2% | -37.6% | +37.4% | +3.5% |
| 6M | +17.9% | -47.1% | +65.0% | +23.2% |
| YTD | +16.6% | -52.1% | +68.8% | +22.1% |
| 1Y | +23.0% | -73.5% | +96.5% | +29.5% |
| All | +23.0% | -63.3% | +86.3% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling