-0.8%
TOST vs OPEN
-72.7%
+71.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +13.8% | -8.3% | +2.7% |
| 7D | +10.7% | +3.7% | +7.1% | +9.8% |
| 30D | +17.7% | -14.3% | +32.0% | +20.5% |
| 3M | +4.6% | -51.9% | +56.6% | +18.2% |
| 6M | +20.3% | -61.4% | +81.7% | +40.2% |
| YTD | -0.4% | -66.0% | +65.6% | +16.1% |
| 1Y | -0.8% | -71.4% | +70.6% | +17.2% |
| All | -0.8% | -72.7% | +71.9% | +17.2% |
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