+59.8%
SO vs OPEN
-83.7%
+143.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -0.8% |
| 7D | -0.2% | -4.3% | +4.1% | -0.1% |
| 30D | -4.6% | -16.2% | +11.6% | -4.4% |
| 3M | -3.0% | -36.4% | +33.3% | -2.7% |
| 6M | -8.3% | -35.5% | +27.2% | -8.0% |
| YTD | +3.5% | -46.0% | +49.5% | +4.0% |
| 1Y | -0.9% | -47.1% | +46.2% | -1.0% |
| 3Y | +45.4% | -19.0% | +64.4% | +41.8% |
| All | +59.8% | -83.7% | +143.5% | +45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling