+40.1%
W vs OPEN
-12.5%
+52.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | -4.2% | -4.3% | +0.1% | -3.3% |
| 30D | -7.6% | -16.2% | +8.7% | -4.3% |
| 3M | +37.2% | -36.4% | +73.5% | +49.7% |
| 6M | +26.3% | -35.5% | +61.8% | +37.2% |
| YTD | -1.0% | -46.0% | +45.0% | +10.4% |
| 1Y | +20.1% | -47.1% | +67.2% | +23.7% |
| All | +40.1% | -12.5% | +52.6% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling