+24.5%
TMO vs OPEN
-63.3%
+87.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | -0.6% | -11.4% | +10.8% | +0.1% |
| 30D | +1.1% | -20.1% | +21.2% | +2.5% |
| 3M | +28.3% | -37.6% | +65.9% | +31.5% |
| 6M | +23.3% | -47.1% | +70.3% | +27.4% |
| YTD | +5.5% | -52.1% | +57.6% | +9.3% |
| 1Y | +24.5% | -73.5% | +98.0% | +30.3% |
| All | +24.5% | -63.3% | +87.9% | +30.3% |
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 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