+79.4%
TMUS vs OPEN
-70.7%
+150.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.5% |
| 7D | +0.1% | -4.3% | +4.3% | +0.2% |
| 30D | +5.3% | -16.2% | +21.5% | +5.7% |
| 3M | +3.1% | -36.4% | +39.5% | +4.3% |
| 6M | -16.5% | -35.5% | +19.0% | -15.7% |
| YTD | -9.2% | -46.0% | +36.8% | -8.0% |
| 1Y | -26.5% | -47.1% | +20.7% | -26.5% |
| 3Y | +39.0% | -19.0% | +58.0% | +31.7% |
| 5Y | +40.4% | -83.6% | +124.0% | +37.9% |
| All | +79.4% | -70.7% | +150.1% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling