+3.7%
SO vs OPEN
-72.7%
+76.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.8% | -14.5% | -0.5% |
| 7D | +1.7% | +3.7% | -1.9% | +1.8% |
| 30D | +11.1% | -14.3% | +25.4% | +10.9% |
| 3M | +0.7% | -51.9% | +52.6% | -0.5% |
| 6M | -1.4% | -61.4% | +60.0% | -2.7% |
| YTD | +9.4% | -66.0% | +75.5% | +8.2% |
| 1Y | +3.7% | -71.4% | +75.1% | +2.8% |
| All | +3.7% | -72.7% | +76.4% | +2.8% |
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 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