-7.4%
TLT vs OPEN
-85.5%
+78.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.5% | +8.0% | -1.1% |
| 7D | -2.7% | -31.0% | +28.3% | -1.6% |
| 30D | +2.2% | -41.5% | +43.6% | +3.7% |
| 3M | -1.7% | -64.6% | +62.9% | +1.3% |
| 6M | -4.0% | -73.8% | +69.8% | -0.5% |
| YTD | -4.9% | -78.8% | +73.9% | -1.3% |
| 1Y | -7.4% | -86.8% | +79.4% | -2.6% |
| All | -7.4% | -85.5% | +78.1% | -2.6% |
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