+20.7%
XYZ vs OPEN
-72.7%
+93.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +13.8% | +1.5% | +12.1% |
| 7D | +16.5% | +3.7% | +12.8% | +15.4% |
| 30D | +15.0% | -14.3% | +29.2% | +17.8% |
| 3M | +3.5% | -51.9% | +55.5% | +18.0% |
| 6M | +21.9% | -61.4% | +83.3% | +42.7% |
| YTD | +34.6% | -66.0% | +100.7% | +57.0% |
| 1Y | +20.7% | -71.4% | +92.1% | +41.5% |
| All | +20.7% | -72.7% | +93.4% | +41.5% |
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