-15.8%
XYZ vs OPEN
-70.7%
+54.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -0.9% |
| 7D | -1.0% | -4.3% | +3.3% | 0.0% |
| 30D | -1.7% | -16.2% | +14.5% | +1.9% |
| 3M | +16.7% | -36.4% | +53.1% | +27.1% |
| 6M | +26.9% | -35.5% | +62.3% | +36.6% |
| YTD | +27.1% | -46.0% | +73.1% | +40.5% |
| 1Y | +9.3% | -47.1% | +56.4% | +8.9% |
| 3Y | +42.3% | -19.0% | +61.3% | -2.9% |
| 5Y | -69.3% | -83.6% | +14.3% | -73.1% |
| All | -15.8% | -70.7% | +54.9% | -36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling