+2,681.8%
BE vs OPEN
-70.7%
+2,752.5%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.6% | +6.7% | +7.2% |
| 7D | +20.0% | -4.3% | +24.2% | +21.1% |
| 30D | +7.9% | -16.2% | +24.1% | +12.1% |
| 3M | -13.2% | -36.4% | +23.2% | -4.4% |
| 6M | +53.5% | -35.5% | +88.9% | +67.5% |
| YTD | +191.0% | -46.0% | +237.0% | +227.7% |
| 1Y | +360.5% | -47.1% | +407.7% | +378.7% |
| 3Y | +1,568.0% | -19.0% | +1,587.0% | +1,117.6% |
| 5Y | +1,055.2% | -83.6% | +1,138.8% | +978.4% |
| All | +2,681.8% | -70.7% | +2,752.5% | +2,486.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling