+2.8%
TLT vs OPEN
-42.5%
+45.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.4% |
| 7D | -3.1% | -15.0% | +11.9% | -2.8% |
| 30D | +1.0% | -40.2% | +41.2% | +1.9% |
| 3M | -2.7% | -67.4% | +64.7% | -0.9% |
| 6M | -4.1% | -74.0% | +69.9% | -2.1% |
| YTD | -5.4% | -79.6% | +74.2% | -3.1% |
| 1Y | -7.0% | -86.1% | +79.1% | -4.3% |
| 3Y | +2.8% | -41.4% | +44.2% | +0.9% |
| All | +2.8% | -42.5% | +45.3% | +0.9% |
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