+19.3%
BIL vs OPEN
-87.0%
+106.3%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -21.8% | +21.8% | 0.0% |
| 7D | -0.3% | -22.2% | +22.0% | -0.3% |
| 30D | 0.0% | -38.3% | +38.3% | 0.0% |
| 3M | +0.3% | -59.4% | +59.7% | +0.3% |
| 6M | +1.2% | -74.4% | +75.6% | +1.2% |
| YTD | +2.5% | -76.0% | +78.4% | +2.5% |
| 1Y | +3.0% | -78.7% | +81.7% | +3.0% |
| 3Y | +13.2% | -30.0% | +43.2% | +13.2% |
| 5Y | +19.4% | -93.7% | +113.2% | +19.4% |
| All | +19.3% | -87.0% | +106.3% | +19.3% |
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 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