+24.3%
W vs OPEN
-72.7%
+96.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +13.8% | -2.8% | +6.0% |
| 7D | +8.4% | +3.7% | +4.7% | +6.9% |
| 30D | +16.5% | -14.3% | +30.8% | +22.0% |
| 3M | +6.4% | -51.9% | +58.4% | +35.7% |
| 6M | +90.5% | -61.4% | +151.9% | +156.7% |
| YTD | +23.1% | -66.0% | +89.1% | +66.8% |
| 1Y | +24.3% | -71.4% | +95.7% | +71.0% |
| All | +24.3% | -72.7% | +96.9% | +71.0% |
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