+78.4%
TMO vs OPEN
-74.0%
+152.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | -0.6% | -11.4% | +10.8% | 0.0% |
| 30D | +1.1% | -20.1% | +21.2% | +2.4% |
| 3M | +28.3% | -37.6% | +65.9% | +31.4% |
| 6M | +23.3% | -47.1% | +70.3% | +27.1% |
| YTD | +5.5% | -52.1% | +57.6% | +9.1% |
| 1Y | +24.5% | -73.5% | +98.0% | +31.8% |
| 3Y | +19.6% | -24.4% | +44.0% | +8.8% |
| 5Y | +8.1% | -85.1% | +93.2% | +0.7% |
| All | +78.4% | -74.0% | +152.4% | +62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling