+55.3%
BE vs OPEN
-72.7%
+128.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +13.8% | -20.2% | -11.3% |
| 7D | -12.1% | +3.7% | -15.8% | -13.7% |
| 30D | -30.1% | -14.3% | -15.8% | -26.6% |
| 3M | -12.1% | -51.9% | +39.8% | +15.6% |
| 6M | -30.6% | -61.4% | +30.8% | -1.4% |
| YTD | +130.6% | -66.0% | +196.7% | +231.3% |
| 1Y | +55.3% | -71.4% | +126.7% | +139.9% |
| All | +55.3% | -72.7% | +128.0% | +139.9% |
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