+52.3%
SO vs OPEN
-40.3%
+92.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.5% | +8.1% | -1.4% |
| 7D | -0.9% | -31.0% | +30.1% | -0.8% |
| 30D | +4.9% | -41.5% | +46.4% | +5.1% |
| 3M | +0.8% | -64.6% | +65.4% | +1.2% |
| 6M | +0.6% | -73.8% | +74.4% | +1.0% |
| YTD | +8.7% | -78.8% | +87.5% | +9.3% |
| 1Y | +4.0% | -86.8% | +90.8% | +4.9% |
| All | +52.3% | -40.3% | +92.6% | +46.3% |
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 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