+144.9%
TE vs OPEN
-56.1%
+201.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.7% | -0.1% | -5.4% |
| 7D | +0.9% | -10.5% | +11.4% | +3.2% |
| 30D | -16.3% | -21.8% | +5.5% | -11.9% |
| 3M | -40.8% | -37.5% | -3.3% | -35.0% |
| 6M | -42.6% | -44.1% | +1.5% | -36.1% |
| YTD | -31.4% | -52.0% | +20.5% | -22.5% |
| 1Y | +144.9% | -52.2% | +197.1% | +176.0% |
| All | +144.9% | -56.1% | +201.0% | +176.0% |
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