+762.7%
TSM vs OPEN
-71.4%
+834.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.5% | +4.9% | +2.6% |
| 7D | +6.0% | +1.0% | +5.1% | +5.9% |
| 30D | +4.5% | -11.9% | +16.4% | +5.7% |
| 3M | +3.1% | -28.8% | +31.9% | +6.0% |
| 6M | +30.2% | -38.6% | +68.8% | +35.4% |
| YTD | +45.2% | -47.3% | +92.5% | +52.4% |
| 1Y | +79.6% | -49.2% | +128.7% | +81.3% |
| 3Y | +411.0% | -18.8% | +429.8% | +331.5% |
| 5Y | +290.7% | -83.6% | +374.3% | +259.2% |
| All | +762.7% | -71.4% | +834.1% | +622.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling