+67.0%
TGT vs OPEN
-70.7%
+137.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.4% | +0.2% |
| 7D | +0.8% | -4.3% | +5.0% | +1.1% |
| 30D | +12.2% | -16.2% | +28.4% | +13.4% |
| 3M | +33.8% | -36.4% | +70.2% | +37.4% |
| 6M | +39.3% | -35.5% | +74.7% | +42.4% |
| YTD | +72.9% | -46.0% | +118.8% | +78.1% |
| 1Y | +84.6% | -47.1% | +131.7% | +84.7% |
| 3Y | +46.2% | -19.0% | +65.2% | +28.0% |
| 5Y | -21.3% | -83.6% | +62.2% | -31.6% |
| All | +67.0% | -70.7% | +137.7% | +34.3% |
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