+96.2%
QQQ vs OPEN
-19.6%
+115.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | 0.0% |
| 7D | +1.5% | +1.0% | +0.5% | +1.5% |
| 30D | -0.6% | -11.9% | +11.3% | -0.1% |
| 3M | +0.4% | -28.8% | +29.2% | +1.9% |
| 6M | +20.1% | -38.6% | +58.7% | +22.4% |
| YTD | +17.2% | -47.3% | +64.6% | +20.0% |
| 1Y | +24.7% | -49.2% | +73.9% | +25.8% |
| 3Y | +96.2% | -18.8% | +115.0% | +83.4% |
| All | +96.2% | -19.6% | +115.8% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling