+140.8%
SPOT vs OPEN
-70.7%
+211.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.2% |
| 7D | -0.9% | -4.3% | +3.3% | -0.4% |
| 30D | +12.5% | -16.2% | +28.7% | +14.9% |
| 3M | +9.9% | -36.4% | +46.3% | +15.5% |
| 6M | +1.6% | -35.5% | +37.0% | +5.9% |
| YTD | -6.6% | -46.0% | +39.4% | -1.2% |
| 1Y | -22.9% | -47.1% | +24.2% | -23.5% |
| 3Y | +244.3% | -19.0% | +263.3% | +163.3% |
| 5Y | +117.8% | -83.6% | +201.4% | +99.5% |
| All | +140.8% | -70.7% | +211.5% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling