-54.2%
W vs OPEN
-93.8%
+39.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -21.8% | +20.3% | +5.2% |
| 7D | -3.6% | -22.2% | +18.6% | +3.2% |
| 30D | +7.0% | -38.3% | +45.3% | +22.3% |
| 3M | +7.4% | -59.4% | +66.7% | +38.8% |
| 6M | +69.3% | -74.4% | +143.7% | +149.5% |
| YTD | +11.3% | -76.0% | +87.3% | +64.6% |
| 1Y | +13.2% | -78.7% | +91.9% | +69.5% |
| 3Y | +142.0% | -30.0% | +172.0% | +33.7% |
| All | -54.2% | -93.8% | +39.5% | -52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling