-18.3%
TE vs OPEN
-19.6%
+1.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.5% | +12.5% | +10.6% |
| 7D | +18.2% | +1.0% | +17.2% | +17.9% |
| 30D | -13.5% | -11.9% | -1.6% | -11.1% |
| 3M | -44.6% | -28.8% | -15.8% | -40.5% |
| 6M | -24.7% | -38.6% | +13.9% | -17.3% |
| YTD | -24.3% | -47.3% | +23.1% | -15.0% |
| 1Y | +155.6% | -49.2% | +204.7% | +171.3% |
| 3Y | -18.3% | -18.8% | +0.5% | -28.9% |
| All | -18.3% | -19.6% | +1.4% | -28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling