-0.7%
TEAM vs OPEN
-71.4%
+70.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.5% | -4.4% | -6.5% |
| 7D | -5.7% | +1.0% | -6.7% | -5.8% |
| 30D | +18.3% | -11.9% | +30.3% | +20.8% |
| 3M | +80.2% | -28.8% | +109.0% | +89.5% |
| 6M | +111.0% | -38.6% | +149.6% | +126.3% |
| YTD | +8.8% | -47.3% | +56.1% | +18.4% |
| 1Y | +2.2% | -49.2% | +51.3% | +3.1% |
| 3Y | -14.6% | -18.8% | +4.2% | -38.1% |
| 5Y | -53.8% | -83.6% | +29.8% | -62.1% |
| All | -0.7% | -71.4% | +70.8% | -23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling