-45.4%
TE vs OPEN
-84.0%
+38.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.4% |
| 7D | +15.0% | -2.9% | +17.9% | +15.8% |
| 30D | -7.5% | -13.8% | +6.3% | -4.2% |
| 3M | -42.0% | -30.9% | -11.1% | -36.8% |
| 6M | -31.4% | -40.9% | +9.5% | -23.3% |
| YTD | -26.5% | -48.5% | +22.0% | -16.1% |
| 1Y | +153.1% | -50.9% | +204.0% | +169.4% |
| 3Y | -20.7% | -20.6% | 0.0% | -39.6% |
| 5Y | -45.4% | -84.2% | +38.7% | -45.3% |
| All | -45.4% | -84.0% | +38.5% | -45.3% |
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