+27.1%
V vs OPEN
-79.4%
+106.5%
-17.2%
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 | -0.8% | -21.7% | +20.9% | +0.2% |
| 30D | +9.5% | -36.5% | +46.0% | +11.4% |
| 3M | +16.7% | -59.5% | +76.2% | +20.5% |
| 6M | +32.9% | -71.9% | +104.8% | +38.9% |
| YTD | +21.1% | -75.8% | +96.9% | +27.2% |
| All | +27.1% | -79.4% | +106.5% | +35.0% |
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