+47.4%
TER vs OPEN
-86.7%
+134.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.7% | -4.6% |
| 7D | +14.4% | -15.0% | +29.4% | +18.3% |
| 30D | -30.6% | -40.2% | +9.6% | -23.6% |
| 3M | -39.2% | -67.4% | +28.2% | -21.8% |
| 6M | -31.3% | -74.0% | +42.7% | -7.4% |
| YTD | +29.1% | -79.6% | +108.7% | +78.7% |
| 1Y | +47.4% | -86.1% | +133.5% | +119.8% |
| All | +47.4% | -86.7% | +134.2% | +119.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling