+128.1%
V vs OPEN
-87.0%
+215.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -21.8% | +21.8% | +1.1% |
| 7D | +2.2% | -22.2% | +24.4% | +3.3% |
| 30D | +13.6% | -38.3% | +51.9% | +16.0% |
| 3M | +14.3% | -59.4% | +73.7% | +18.9% |
| 6M | +33.1% | -74.4% | +107.5% | +41.2% |
| YTD | +21.2% | -76.0% | +97.2% | +28.4% |
| 1Y | +26.4% | -78.7% | +105.1% | +34.2% |
| 3Y | +77.6% | -30.0% | +107.6% | +61.2% |
| 5Y | +102.6% | -93.7% | +196.3% | +94.4% |
| All | +128.1% | -87.0% | +215.0% | +103.7% |
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