+38.3%
SPOT vs OPEN
-74.4%
+112.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.5% | +7.8% | -0.6% |
| 7D | -2.6% | -31.0% | +28.4% | +1.4% |
| 30D | +13.5% | -41.5% | +54.9% | +19.7% |
| 3M | +22.2% | -64.6% | +86.9% | +34.8% |
| 6M | +38.3% | -73.8% | +112.1% | +56.0% |
| All | +38.3% | -74.4% | +112.7% | +56.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling