+64.8%
XYZ vs OPEN
-34.1%
+98.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | -0.3% |
| 7D | -2.2% | -31.1% | +28.9% | +1.9% |
| 30D | +11.6% | -34.7% | +46.3% | +16.9% |
| 3M | +8.4% | -61.9% | +70.3% | +20.6% |
| 6M | +17.2% | -71.9% | +89.0% | +34.3% |
| YTD | +31.7% | -76.6% | +108.3% | +52.6% |
| 1Y | +30.1% | -83.9% | +114.0% | +55.8% |
| All | +64.8% | -34.1% | +98.8% | +41.1% |
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