+2,949.7%
BE vs OPEN
-71.4%
+3,021.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.5% | +12.2% | +10.2% |
| 7D | +29.8% | +1.0% | +28.8% | +29.4% |
| 30D | +26.4% | -11.9% | +38.3% | +29.8% |
| 3M | +9.3% | -28.8% | +38.1% | +17.2% |
| 6M | +105.1% | -38.6% | +143.7% | +126.1% |
| YTD | +219.0% | -47.3% | +266.4% | +261.1% |
| 1Y | +418.8% | -49.2% | +467.9% | +444.1% |
| 3Y | +1,784.6% | -18.8% | +1,803.4% | +1,271.1% |
| 5Y | +1,251.0% | -83.6% | +1,334.6% | +1,160.9% |
| All | +2,949.7% | -71.4% | +3,021.2% | +2,751.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling