-10.5%
T vs OPEN
-50.2%
+39.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.8% |
| 7D | -3.1% | -2.9% | -0.2% | -3.1% |
| 30D | +4.6% | -13.8% | +18.4% | +4.6% |
| 3M | +12.2% | -30.9% | +43.1% | +12.1% |
| 6M | -6.5% | -40.9% | +34.5% | -6.5% |
| YTD | +4.9% | -48.5% | +53.4% | +4.9% |
| 1Y | -10.5% | -50.9% | +40.4% | -10.7% |
| All | -10.5% | -50.2% | +39.8% | -10.7% |
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