+205.1%
QQQ vs OPEN
-70.7%
+275.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | +0.4% | -4.3% | +4.6% | +0.7% |
| 30D | +0.2% | -16.2% | +16.5% | +1.6% |
| 3M | -2.8% | -36.4% | +33.5% | +0.5% |
| 6M | +18.0% | -35.5% | +53.4% | +21.4% |
| YTD | +17.3% | -46.0% | +63.3% | +21.9% |
| 1Y | +25.6% | -47.1% | +72.7% | +26.0% |
| 3Y | +93.7% | -19.0% | +112.8% | +67.2% |
| 5Y | +94.2% | -83.6% | +177.7% | +75.9% |
| All | +205.1% | -70.7% | +275.8% | +159.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling