-3.6%
SMR vs OPEN
-62.4%
+58.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.6% |
| 7D | +4.4% | -4.3% | +8.7% | +5.1% |
| 30D | +3.4% | -16.2% | +19.6% | +6.4% |
| 3M | -19.2% | -36.4% | +17.2% | -13.5% |
| 6M | -22.6% | -35.5% | +12.8% | -17.4% |
| YTD | -31.5% | -46.0% | +14.4% | -25.0% |
| 1Y | -73.1% | -47.1% | -25.9% | -71.6% |
| 3Y | +55.0% | -19.0% | +74.0% | +29.8% |
| All | -3.6% | -62.4% | +58.8% | -21.5% |
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