+742.8%
TSM vs OPEN
-70.7%
+813.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.2% | +2.8% |
| 7D | +2.7% | -4.3% | +7.0% | +3.1% |
| 30D | +3.6% | -16.2% | +19.8% | +5.2% |
| 3M | -3.4% | -36.4% | +33.0% | +0.4% |
| 6M | +20.6% | -35.5% | +56.1% | +24.9% |
| YTD | +41.9% | -46.0% | +87.8% | +48.5% |
| 1Y | +84.4% | -47.1% | +131.5% | +85.2% |
| 3Y | +380.2% | -19.0% | +399.2% | +306.1% |
| 5Y | +275.3% | -83.6% | +358.9% | +245.3% |
| All | +742.8% | -70.7% | +813.5% | +604.6% |
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