+6.7%
TEAM vs OPEN
-70.7%
+77.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +72.1% |
| 3M | +86.8% | -36.4% | +123.1% | +99.9% |
| 6M | +146.8% | -35.5% | +182.3% | +162.6% |
| YTD | +16.9% | -46.0% | +62.9% | +26.6% |
| 1Y | +12.8% | -47.1% | +59.9% | +12.8% |
| 3Y | -7.3% | -19.0% | +11.7% | -32.6% |
| 5Y | -50.7% | -83.6% | +32.9% | -59.6% |
| All | +6.7% | -70.7% | +77.4% | -17.7% |
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