+639.7%
TSM vs OPEN
-87.0%
+726.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -21.8% | +28.1% | +8.4% |
| 7D | -7.6% | -22.2% | +14.7% | -5.8% |
| 30D | -20.5% | -38.3% | +17.8% | -17.4% |
| 3M | -10.0% | -59.4% | +49.4% | -2.8% |
| 6M | -10.1% | -74.4% | +64.3% | +1.0% |
| YTD | +24.5% | -76.0% | +100.5% | +39.7% |
| 1Y | +31.2% | -78.7% | +109.8% | +47.8% |
| 3Y | +322.0% | -30.0% | +352.0% | +252.6% |
| 5Y | +245.3% | -93.7% | +339.0% | +249.6% |
| All | +639.7% | -87.0% | +726.7% | +562.7% |
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 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