-13.5%
TEAM vs OPEN
-87.0%
+73.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -21.8% | +5.6% | -12.4% |
| 7D | -19.8% | -22.2% | +2.4% | -16.4% |
| 30D | -21.5% | -38.3% | +16.8% | -15.0% |
| 3M | +39.5% | -59.4% | +98.9% | +61.5% |
| 6M | +73.1% | -74.4% | +147.4% | +114.7% |
| YTD | -5.2% | -76.0% | +70.8% | +17.1% |
| 1Y | -1.6% | -78.7% | +77.1% | +22.2% |
| 3Y | -11.4% | -30.0% | +18.6% | -37.5% |
| 5Y | -65.1% | -93.7% | +28.6% | -66.6% |
| All | -13.5% | -87.0% | +73.5% | -23.9% |
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