+53.4%
T vs OPEN
-93.8%
+147.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -21.8% | +20.9% | -0.4% |
| 7D | +1.0% | -22.2% | +23.2% | +1.5% |
| 30D | -10.6% | -38.3% | +27.7% | -9.8% |
| 3M | -7.7% | -59.4% | +51.6% | -6.2% |
| 6M | -13.3% | -74.4% | +61.1% | -11.2% |
| YTD | -8.8% | -76.0% | +67.2% | -6.6% |
| 1Y | -8.4% | -78.7% | +70.3% | -6.2% |
| 3Y | +59.6% | -30.0% | +89.6% | +52.0% |
| All | +53.4% | -93.8% | +147.2% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling