+14.8%
W vs OPEN
-56.1%
+71.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.1% | +1.0% |
| 7D | +6.5% | +1.0% | +5.5% | +6.3% |
| 30D | -6.2% | -11.9% | +5.7% | -4.3% |
| 3M | +48.9% | -28.8% | +77.6% | +56.8% |
| 6M | +31.2% | -38.6% | +69.8% | +40.7% |
| YTD | -0.4% | -47.3% | +46.9% | +7.7% |
| 1Y | +14.8% | -49.2% | +64.0% | +23.3% |
| All | +14.8% | -56.1% | +71.0% | +23.3% |
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