+207.8%
TER vs OPEN
-40.3%
+248.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.5% | +8.8% | +0.2% |
| 7D | +24.0% | -31.0% | +55.0% | +28.0% |
| 30D | -30.6% | -41.5% | +10.8% | -27.4% |
| 3M | -34.5% | -64.6% | +30.1% | -28.1% |
| 6M | -26.4% | -73.8% | +47.4% | -17.1% |
| YTD | +36.4% | -78.8% | +115.2% | +55.6% |
| 1Y | +47.4% | -86.8% | +134.2% | +74.1% |
| All | +207.8% | -40.3% | +248.1% | +167.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling