+78.0%
V vs OPEN
-42.5%
+120.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.4% |
| 7D | +0.9% | -15.0% | +15.9% | +1.4% |
| 30D | +9.0% | -40.2% | +49.2% | +10.3% |
| 3M | +16.7% | -67.4% | +84.1% | +20.0% |
| 6M | +33.4% | -74.0% | +107.4% | +37.7% |
| YTD | +22.4% | -79.6% | +101.9% | +26.8% |
| 1Y | +27.7% | -86.1% | +113.8% | +33.4% |
| 3Y | +78.0% | -41.4% | +119.4% | +76.8% |
| All | +78.0% | -42.5% | +120.5% | +76.8% |
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