+33.6%
XLY vs OPEN
-27.3%
+60.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -1.7% | -11.4% | +9.7% | -1.0% |
| 30D | -4.2% | -20.1% | +15.9% | -2.9% |
| 3M | -2.7% | -37.6% | +34.9% | -0.1% |
| 6M | -0.6% | -47.1% | +46.4% | +2.6% |
| YTD | -5.0% | -52.1% | +47.1% | -1.7% |
| 1Y | -4.1% | -73.5% | +69.4% | +1.5% |
| 3Y | +33.6% | -24.4% | +58.0% | +22.6% |
| All | +33.6% | -27.3% | +60.9% | +22.6% |
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