+165.5%
BP vs OPEN
-72.1%
+237.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +1.8% |
| 7D | +4.0% | -2.9% | +6.9% | +4.0% |
| 30D | +7.8% | -13.8% | +21.6% | +8.1% |
| 3M | +8.4% | -30.9% | +39.2% | +8.8% |
| 6M | +15.1% | -40.9% | +56.0% | +15.8% |
| YTD | +36.4% | -48.5% | +85.0% | +37.4% |
| 1Y | +40.9% | -50.9% | +91.8% | +41.1% |
| 3Y | +38.8% | -20.6% | +59.5% | +34.1% |
| 5Y | +141.1% | -84.2% | +225.2% | +128.9% |
| All | +165.5% | -72.1% | +237.6% | +134.2% |
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