-50.3%
TEAM vs OPEN
-83.7%
+33.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.3% | -2.7% |
| 7D | -0.4% | -4.3% | +3.8% | +0.3% |
| 30D | +67.3% | -16.2% | +83.5% | +72.3% |
| 3M | +86.8% | -36.4% | +123.1% | +100.4% |
| 6M | +146.8% | -35.5% | +182.3% | +163.2% |
| YTD | +16.9% | -46.0% | +62.9% | +27.0% |
| 1Y | +12.8% | -47.1% | +59.9% | +12.6% |
| 3Y | -7.3% | -19.0% | +11.7% | -34.3% |
| All | -50.3% | -83.7% | +33.4% | -55.4% |
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