-43.9%
W vs OPEN
-87.8%
+43.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.1% | +3.4% | -1.7% |
| 7D | +1.1% | -24.7% | +25.8% | +8.6% |
| 30D | +6.4% | -41.0% | +47.4% | +21.9% |
| 3M | +9.0% | -62.4% | +71.3% | +40.9% |
| 6M | +69.8% | -73.9% | +143.7% | +141.6% |
| YTD | +12.1% | -77.5% | +89.6% | +63.7% |
| 1Y | 0.0% | -83.6% | +83.6% | +56.6% |
| 3Y | +160.3% | -37.0% | +197.4% | +68.8% |
| 5Y | -53.3% | -93.3% | +40.0% | -55.5% |
| All | -43.9% | -87.8% | +43.9% | -44.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling