-39.0%
U vs OPEN
-79.9%
+40.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | -3.8% | -4.3% | +0.4% | -2.6% |
| 30D | +17.5% | -16.2% | +33.7% | +22.8% |
| 3M | +38.7% | -36.4% | +75.1% | +55.7% |
| 6M | +104.4% | -35.5% | +139.9% | +126.2% |
| YTD | -5.7% | -46.0% | +40.3% | +8.3% |
| 1Y | +3.7% | -47.1% | +50.8% | +1.9% |
| 3Y | +12.3% | -19.0% | +31.3% | -35.0% |
| 5Y | -68.8% | -83.6% | +14.8% | -74.4% |
| All | -39.0% | -79.9% | +40.9% | -58.4% |
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