+698.9%
TSM vs OPEN
-88.5%
+787.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.5% | +7.6% | -1.0% |
| 7D | +14.8% | -31.0% | +45.8% | +18.3% |
| 30D | -8.9% | -41.5% | +32.6% | -4.9% |
| 3M | -5.3% | -64.6% | +59.4% | +3.6% |
| 6M | +2.6% | -73.8% | +76.4% | +14.9% |
| YTD | +34.5% | -78.8% | +113.3% | +52.6% |
| 1Y | +41.0% | -86.8% | +127.8% | +66.3% |
| 3Y | +333.1% | -40.6% | +373.7% | +268.1% |
| 5Y | +270.1% | -94.7% | +364.8% | +281.4% |
| All | +698.9% | -88.5% | +787.5% | +623.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling