+69.7%
T vs OPEN
-71.4%
+141.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | -0.3% |
| 7D | -1.5% | +1.0% | -2.5% | -1.6% |
| 30D | +7.6% | -11.9% | +19.5% | +7.8% |
| 3M | +15.3% | -28.8% | +44.1% | +15.7% |
| 6M | -8.5% | -38.6% | +30.1% | -8.0% |
| YTD | +6.8% | -47.3% | +54.1% | +7.4% |
| 1Y | -7.2% | -49.2% | +41.9% | -7.2% |
| 3Y | +108.2% | -18.8% | +127.0% | +103.1% |
| 5Y | +66.1% | -83.6% | +149.7% | +56.5% |
| All | +69.7% | -71.4% | +141.2% | +52.3% |
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 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