+19.2%
U vs OPEN
-79.4%
+98.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | +32.3% | -21.7% | +54.0% | +35.6% |
| 30D | +9.7% | -36.5% | +46.2% | +17.4% |
| 3M | +19.6% | -59.5% | +79.1% | +39.2% |
| 6M | +82.6% | -71.9% | +154.5% | +127.1% |
| YTD | +16.4% | -75.8% | +92.3% | +43.8% |
| All | +19.2% | -79.4% | +98.6% | +50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling