+387.2%
BE vs OPEN
-93.8%
+481.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -21.8% | +25.2% | +8.3% |
| 7D | -14.7% | -22.2% | +7.5% | -10.8% |
| 30D | -40.5% | -38.3% | -2.2% | -34.7% |
| 3M | -24.3% | -59.4% | +35.0% | -9.0% |
| 6M | -39.3% | -74.4% | +35.0% | -19.5% |
| YTD | +99.4% | -76.0% | +175.4% | +165.0% |
| 1Y | +26.6% | -78.7% | +105.2% | +72.2% |
| 3Y | +1,616.9% | -30.0% | +1,646.9% | +1,108.8% |
| All | +387.2% | -93.8% | +481.0% | +573.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling