-25.9%
SPOT vs OPEN
-56.1%
+30.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.4% | -0.1% |
| 7D | -6.9% | -10.5% | +3.7% | -6.6% |
| 30D | +4.1% | -21.8% | +25.9% | +4.7% |
| 3M | +3.7% | -37.5% | +41.2% | +4.6% |
| 6M | -1.6% | -44.1% | +42.5% | -0.6% |
| YTD | -10.2% | -52.0% | +41.8% | -9.4% |
| 1Y | -25.9% | -52.2% | +26.3% | -24.5% |
| All | -25.9% | -56.1% | +30.2% | -24.5% |
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