+25.4%
TMO vs OPEN
-72.7%
+98.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +13.8% | -12.7% | +0.1% |
| 7D | +0.3% | +3.7% | -3.4% | 0.0% |
| 30D | +4.3% | -14.3% | +18.6% | +5.3% |
| 3M | +25.1% | -51.9% | +77.1% | +31.8% |
| 6M | +52.9% | -61.4% | +114.3% | +63.5% |
| YTD | +22.2% | -66.0% | +88.2% | +31.3% |
| 1Y | +25.4% | -71.4% | +96.8% | +35.1% |
| All | +25.4% | -72.7% | +98.0% | +35.1% |
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