-9.8%
T vs OPEN
-86.7%
+77.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | 0.0% |
| 7D | +2.5% | -15.0% | +17.5% | +2.7% |
| 30D | -3.8% | -40.2% | +36.4% | -3.5% |
| 3M | -8.7% | -67.4% | +58.7% | -9.7% |
| 6M | -8.1% | -74.0% | +65.9% | -9.4% |
| YTD | -6.4% | -79.6% | +73.1% | -7.9% |
| 1Y | -9.8% | -86.1% | +76.3% | -11.1% |
| All | -9.8% | -86.7% | +77.0% | -11.1% |
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