+97.4%
STM vs OPEN
-56.1%
+153.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.3% |
| 7D | +5.2% | +1.0% | +4.2% | +5.1% |
| 30D | -7.4% | -11.9% | +4.5% | -6.4% |
| 3M | -30.6% | -28.8% | -1.9% | -28.6% |
| 6M | +66.4% | -38.6% | +105.0% | +72.2% |
| YTD | +101.1% | -47.3% | +148.5% | +109.3% |
| 1Y | +97.4% | -49.2% | +146.5% | +105.4% |
| All | +97.4% | -56.1% | +153.5% | +105.4% |
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 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