+63.7%
UBER vs OPEN
-12.5%
+76.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -3.9% | -4.3% | +0.4% | -3.6% |
| 30D | +11.1% | -16.2% | +27.3% | +12.4% |
| 3M | +4.9% | -36.4% | +41.3% | +7.9% |
| 6M | -1.2% | -35.5% | +34.3% | +1.3% |
| YTD | -7.3% | -46.0% | +38.7% | -4.2% |
| 1Y | -17.6% | -47.1% | +29.5% | -17.1% |
| All | +63.7% | -12.5% | +76.2% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling