-68.4%
U vs OPEN
-93.8%
+25.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -21.8% | +27.3% | +11.9% |
| 7D | +36.6% | -22.2% | +58.8% | +44.0% |
| 30D | +13.3% | -38.3% | +51.6% | +27.6% |
| 3M | +26.2% | -59.4% | +85.5% | +60.0% |
| 6M | +88.7% | -74.4% | +163.1% | +169.9% |
| YTD | +16.6% | -76.0% | +92.6% | +66.0% |
| 1Y | +29.0% | -78.7% | +107.6% | +85.9% |
| 3Y | +99.5% | -30.0% | +129.5% | +2.8% |
| All | -68.4% | -93.8% | +25.3% | -59.7% |
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 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