+47.1%
T vs OPEN
-87.8%
+134.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.1% | +7.7% | +0.7% |
| 7D | +2.6% | -24.7% | +27.3% | +2.9% |
| 30D | -1.1% | -41.0% | +39.9% | -0.4% |
| 3M | -7.7% | -62.4% | +54.6% | -6.6% |
| 6M | -10.6% | -73.9% | +63.2% | -9.2% |
| YTD | -7.5% | -77.5% | +70.1% | -5.9% |
| 1Y | -7.4% | -83.6% | +76.1% | -5.5% |
| 3Y | +63.1% | -37.0% | +100.1% | +58.7% |
| 5Y | +55.2% | -93.3% | +148.5% | +47.6% |
| All | +47.1% | -87.8% | +134.9% | +33.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling