+1,939.8%
BE vs OPEN
-87.8%
+2,027.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.1% | +2.7% | -2.8% |
| 7D | -13.4% | -24.7% | +11.4% | -8.6% |
| 30D | -33.9% | -41.0% | +7.1% | -26.6% |
| 3M | -12.0% | -62.4% | +50.4% | +7.8% |
| 6M | -29.0% | -73.9% | +44.9% | -6.2% |
| YTD | +113.4% | -77.5% | +190.9% | +188.1% |
| 1Y | +33.2% | -83.6% | +116.7% | +92.7% |
| 3Y | +1,659.2% | -37.0% | +1,696.2% | +1,193.7% |
| 5Y | +461.4% | -93.3% | +554.7% | +536.8% |
| All | +1,939.8% | -87.8% | +2,027.6% | +2,174.4% |
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