+72.2%
V vs OPEN
-83.7%
+155.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | -1.7% | -4.3% | +2.5% | -1.5% |
| 30D | +2.0% | -16.2% | +18.2% | +2.8% |
| 3M | +17.4% | -36.4% | +53.7% | +19.7% |
| 6M | +17.5% | -35.5% | +52.9% | +19.4% |
| YTD | +7.6% | -46.0% | +53.6% | +10.1% |
| 1Y | +7.7% | -47.1% | +54.9% | +7.8% |
| 3Y | +54.7% | -19.0% | +73.7% | +40.5% |
| All | +72.2% | -83.7% | +155.9% | +58.6% |
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