-69.4%
U vs OPEN
-83.7%
+14.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | -3.8% | -4.3% | +0.4% | -2.5% |
| 30D | +17.5% | -16.2% | +33.7% | +22.9% |
| 3M | +38.7% | -36.4% | +75.1% | +55.9% |
| 6M | +104.4% | -35.5% | +139.9% | +126.5% |
| YTD | -5.7% | -46.0% | +40.3% | +8.4% |
| 1Y | +3.7% | -47.1% | +50.8% | +1.5% |
| 3Y | +12.3% | -19.0% | +31.3% | -36.8% |
| All | -69.4% | -83.7% | +14.3% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling