+39.3%
BE vs OPEN
-79.4%
+118.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.7% |
| 7D | -1.2% | -21.7% | +20.5% | +5.9% |
| 30D | -30.9% | -36.5% | +5.6% | -19.9% |
| 3M | -11.6% | -59.5% | +47.9% | +23.3% |
| 6M | -25.7% | -71.9% | +46.1% | +19.4% |
| YTD | +123.1% | -75.8% | +198.9% | +263.9% |
| All | +39.3% | -79.4% | +118.6% | +163.6% |
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