+283.2%
XLK vs OPEN
-71.4%
+354.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.9% | +0.5% |
| 7D | +2.3% | +1.0% | +1.3% | +2.2% |
| 30D | -0.1% | -11.9% | +11.9% | +0.9% |
| 3M | +2.1% | -28.8% | +30.9% | +4.7% |
| 6M | +37.2% | -38.6% | +75.8% | +41.9% |
| YTD | +30.8% | -47.3% | +78.2% | +36.3% |
| 1Y | +42.6% | -49.2% | +91.8% | +44.0% |
| 3Y | +121.8% | -18.8% | +140.6% | +91.5% |
| 5Y | +145.7% | -83.6% | +229.3% | +121.3% |
| All | +283.2% | -71.4% | +354.7% | +226.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling