+2,012.1%
BE vs OPEN
-88.9%
+2,101.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.6% | -1.3% | -4.1% |
| 7D | +10.8% | -15.0% | +25.8% | +15.1% |
| 30D | -19.8% | -40.2% | +20.4% | -11.3% |
| 3M | -18.7% | -67.4% | +48.7% | +3.0% |
| 6M | -33.7% | -74.0% | +40.3% | -12.2% |
| YTD | +121.0% | -79.6% | +200.5% | +205.0% |
| 1Y | +85.4% | -86.1% | +171.5% | +178.5% |
| 3Y | +1,709.5% | -41.4% | +1,750.9% | +1,251.0% |
| 5Y | +462.2% | -94.9% | +557.1% | +579.7% |
| All | +2,012.1% | -88.9% | +2,101.0% | +2,308.3% |
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