+163.1%
BP vs OPEN
-87.3%
+250.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | +1.5% |
| 7D | -0.8% | -31.1% | +30.3% | -0.3% |
| 30D | -3.1% | -34.7% | +31.5% | -2.7% |
| 3M | +6.2% | -61.9% | +68.0% | +7.5% |
| 6M | +4.8% | -71.9% | +76.7% | +6.5% |
| YTD | +35.2% | -76.6% | +111.7% | +37.5% |
| 1Y | +27.4% | -83.9% | +111.3% | +30.4% |
| 3Y | +49.8% | -34.4% | +84.1% | +44.7% |
| 5Y | +109.4% | -93.9% | +203.3% | +99.8% |
| All | +163.1% | -87.3% | +250.4% | +134.4% |
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