+36.6%
BP vs OPEN
-72.7%
+109.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +13.8% | -18.0% | -3.6% |
| 7D | -8.4% | +3.7% | -12.1% | -8.1% |
| 30D | +2.2% | -14.3% | +16.5% | +2.0% |
| 3M | +8.8% | -51.9% | +60.7% | +7.5% |
| 6M | -0.5% | -61.4% | +60.9% | -1.4% |
| YTD | +36.2% | -66.0% | +102.2% | +34.3% |
| 1Y | +36.6% | -71.4% | +107.9% | +34.9% |
| All | +36.6% | -72.7% | +109.2% | +34.9% |
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 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