-43.8%
TOST vs OPEN
-90.7%
+47.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.6% | +9.0% | +1.3% |
| 7D | +11.6% | -5.8% | +17.4% | +12.7% |
| 30D | +16.2% | -21.1% | +37.4% | +21.3% |
| 3M | +1.0% | -52.4% | +53.4% | +16.0% |
| 6M | +23.2% | -65.8% | +89.0% | +49.7% |
| YTD | -1.0% | -69.3% | +68.3% | +20.6% |
| 1Y | -9.9% | -75.2% | +65.3% | +12.9% |
| 3Y | +101.0% | -14.4% | +115.4% | +26.5% |
| 5Y | -40.4% | -92.0% | +51.6% | -43.3% |
| All | -43.8% | -90.7% | +47.0% | -49.0% |
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