+595.2%
TTMI vs OPEN
-87.3%
+682.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.2% | +4.8% | +8.6% |
| 7D | +7.2% | -31.1% | +38.3% | +10.2% |
| 30D | -28.7% | -34.7% | +6.0% | -26.7% |
| 3M | -39.8% | -61.9% | +22.1% | -35.5% |
| 6M | -51.7% | -71.9% | +20.1% | -47.2% |
| YTD | +14.1% | -76.6% | +90.6% | +25.9% |
| 1Y | +16.0% | -83.9% | +99.9% | +31.4% |
| 3Y | +452.7% | -34.4% | +487.0% | +408.6% |
| 5Y | +451.5% | -93.9% | +545.5% | +428.9% |
| All | +595.2% | -87.3% | +682.5% | +518.1% |
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