+45.0%
T vs OPEN
-87.0%
+132.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -21.8% | +20.9% | -0.5% |
| 7D | +1.0% | -22.2% | +23.2% | +1.4% |
| 30D | -10.6% | -38.3% | +27.7% | -10.0% |
| 3M | -7.7% | -59.4% | +51.6% | -6.7% |
| 6M | -13.3% | -74.4% | +61.1% | -11.9% |
| YTD | -8.8% | -76.0% | +67.2% | -7.3% |
| 1Y | -8.4% | -78.7% | +70.3% | -6.9% |
| 3Y | +59.6% | -30.0% | +89.6% | +55.1% |
| 5Y | +52.1% | -93.7% | +145.8% | +44.1% |
| All | +45.0% | -87.0% | +132.0% | +31.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling