+48.7%
T vs OPEN
-88.5%
+137.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.5% | +9.2% | -0.2% |
| 7D | +1.6% | -31.0% | +32.7% | +2.2% |
| 30D | -2.9% | -41.5% | +38.5% | -2.2% |
| 3M | -7.5% | -64.6% | +57.1% | -6.3% |
| 6M | -9.9% | -73.8% | +63.9% | -8.4% |
| YTD | -6.4% | -78.8% | +72.4% | -4.8% |
| 1Y | -9.4% | -86.8% | +77.4% | -7.2% |
| 3Y | +64.9% | -40.6% | +105.5% | +60.6% |
| 5Y | +57.0% | -94.7% | +151.6% | +48.8% |
| All | +48.7% | -88.5% | +137.2% | +35.0% |
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 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