+35.8%
XYZ vs OPEN
-86.7%
+122.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.6% | +6.5% | +3.6% |
| 7D | -1.1% | -15.0% | +13.9% | +2.5% |
| 30D | +11.5% | -40.2% | +51.7% | +23.6% |
| 3M | +1.8% | -67.4% | +69.2% | +27.1% |
| 6M | +21.2% | -74.0% | +95.2% | +56.5% |
| YTD | +29.9% | -79.6% | +109.5% | +69.2% |
| 1Y | +35.8% | -86.1% | +121.9% | +76.9% |
| All | +35.8% | -86.7% | +122.5% | +76.9% |
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