+63.7%
SE vs OPEN
-42.5%
+106.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.8% | +1.4% |
| 7D | -0.5% | -15.0% | +14.5% | +0.7% |
| 30D | -20.9% | -40.2% | +19.3% | -18.1% |
| 3M | -38.9% | -67.4% | +28.5% | -33.9% |
| 6M | -19.4% | -74.0% | +54.6% | -11.7% |
| YTD | -40.9% | -79.6% | +38.7% | -34.6% |
| 1Y | -46.2% | -86.1% | +39.9% | -39.4% |
| 3Y | +63.7% | -41.4% | +105.1% | +104.8% |
| All | +63.7% | -42.5% | +106.2% | +104.8% |
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 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