+166.3%
BP vs OPEN
-88.5%
+254.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.5% | +10.8% | +1.4% |
| 7D | +2.5% | -31.0% | +33.5% | +3.0% |
| 30D | -5.6% | -41.5% | +35.9% | -5.0% |
| 3M | +8.0% | -64.6% | +72.7% | +9.5% |
| 6M | +5.7% | -73.8% | +79.4% | +7.4% |
| YTD | +36.8% | -78.8% | +115.6% | +39.4% |
| 1Y | +30.7% | -86.8% | +117.5% | +34.2% |
| 3Y | +51.6% | -40.6% | +92.2% | +46.6% |
| 5Y | +112.2% | -94.7% | +206.9% | +102.7% |
| All | +166.3% | -88.5% | +254.9% | +137.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling