-40.9%
SE vs OPEN
-38.6%
-2.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -6.1% | -4.3% | -1.8% | -5.6% |
| 30D | -2.5% | -16.2% | +13.8% | -0.5% |
| 3M | +21.7% | -36.4% | +58.1% | +27.3% |
| 6M | +27.0% | -35.5% | +62.5% | +32.4% |
| YTD | -12.1% | -46.0% | +33.8% | -7.5% |
| 1Y | -40.9% | -47.1% | +6.2% | -38.1% |
| All | -40.9% | -38.6% | -2.3% | -38.1% |
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