+6.5%
SO vs OPEN
-79.4%
+85.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.3% |
| 7D | -1.1% | -21.7% | +20.6% | -1.3% |
| 30D | +8.6% | -36.5% | +45.1% | +8.1% |
| 3M | +1.8% | -59.5% | +61.3% | +0.7% |
| 6M | +3.6% | -71.9% | +75.5% | +2.0% |
| YTD | +9.9% | -75.8% | +85.8% | +8.6% |
| All | +6.5% | -79.4% | +85.9% | +6.8% |
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