+26.3%
BP vs OPEN
-79.4%
+105.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.2% |
| 7D | -6.9% | -21.7% | +14.8% | -7.5% |
| 30D | -3.6% | -36.5% | +32.9% | -5.0% |
| 3M | +8.4% | -59.5% | +68.0% | +5.5% |
| 6M | +5.3% | -71.9% | +77.2% | +2.4% |
| YTD | +33.2% | -75.8% | +109.0% | +28.5% |
| All | +26.3% | -79.4% | +105.7% | +22.1% |
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