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  • TEAM vs OPEN✓SelectedUSD · OPENTEAM vs OPEN performance historyLatest closeAs of-2.62%09/04
Stock and ETF performance explorer

TEAM vs OPEN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+12.8%
OPEN return
-38.6%
Excess return
+51.4%
Maximum drawdown
-68.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioOPENExcessAlpha
1D-2.6%+0.6%-3.3%-2.7%
7D-0.4%-4.3%+3.8%-0.1%
30D+67.3%-16.2%+83.5%+69.4%
3M+86.8%-36.4%+123.1%+92.4%
6M+146.8%-35.5%+182.3%+154.0%
YTD+16.9%-46.0%+62.9%+20.7%
1Y+12.8%-47.1%+59.9%+15.3%
All+12.8%-38.6%+51.4%+15.3%

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 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