-16.3%
TEAM vs OPEN
-87.8%
+71.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.1% | +3.0% | -2.8% |
| 7D | -22.2% | -24.7% | +2.5% | -18.4% |
| 30D | -28.1% | -41.0% | +12.9% | -21.6% |
| 3M | -2.2% | -62.4% | +60.2% | +14.7% |
| 6M | +62.2% | -73.9% | +136.1% | +100.8% |
| YTD | -8.4% | -77.5% | +69.2% | +14.6% |
| 1Y | -6.6% | -83.6% | +76.9% | +21.6% |
| 3Y | -15.7% | -37.0% | +21.3% | -39.1% |
| 5Y | -65.7% | -93.3% | +27.6% | -67.3% |
| All | -16.3% | -87.8% | +71.5% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling