-48.0%
SE vs OPEN
-82.9%
+34.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.2% | -7.9% | -4.6% |
| 7D | -7.7% | -31.1% | +23.3% | +0.1% |
| 30D | -22.8% | -34.7% | +11.9% | -15.6% |
| 3M | -43.7% | -61.9% | +18.1% | -29.6% |
| 6M | -12.8% | -71.9% | +59.0% | +16.1% |
| YTD | -42.0% | -76.6% | +34.6% | -21.6% |
| 1Y | -48.0% | -83.9% | +35.9% | -24.3% |
| All | -48.0% | -82.9% | +34.8% | -24.3% |
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