-62.2%
XYZ vs OPEN
-94.2%
+32.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | -0.7% |
| 7D | -2.2% | -31.1% | +28.9% | +4.8% |
| 30D | +11.6% | -34.7% | +46.3% | +20.7% |
| 3M | +8.4% | -61.9% | +70.3% | +30.6% |
| 6M | +17.2% | -71.9% | +89.0% | +48.8% |
| YTD | +31.7% | -76.6% | +108.3% | +70.7% |
| 1Y | +30.1% | -83.9% | +114.0% | +79.8% |
| 3Y | +66.4% | -34.4% | +100.8% | +9.1% |
| 5Y | -62.2% | -93.9% | +31.8% | -47.7% |
| All | -62.2% | -94.2% | +32.0% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling