+78.7%
SO vs OPEN
-94.8%
+173.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.6% | +4.9% | +1.3% |
| 7D | +1.4% | -15.0% | +16.4% | +1.5% |
| 30D | +4.7% | -40.2% | +44.9% | +5.3% |
| 3M | +1.7% | -67.4% | +69.1% | +2.9% |
| 6M | +2.2% | -74.0% | +76.2% | +3.5% |
| YTD | +10.0% | -79.6% | +89.6% | +11.7% |
| 1Y | +6.0% | -86.1% | +92.1% | +8.2% |
| 3Y | +54.1% | -41.4% | +95.5% | +49.6% |
| All | +78.7% | -94.8% | +173.6% | +75.3% |
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 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