+103.9%
BP vs OPEN
-93.8%
+197.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | 0.0% |
| 7D | -11.6% | -22.2% | +10.6% | -11.3% |
| 30D | 0.0% | -38.3% | +38.4% | +0.8% |
| 3M | +6.7% | -59.4% | +66.1% | +8.3% |
| 6M | +2.2% | -74.4% | +76.5% | +4.5% |
| YTD | +33.0% | -76.0% | +109.0% | +35.9% |
| 1Y | +30.7% | -78.7% | +109.4% | +33.7% |
| 3Y | +44.2% | -30.0% | +74.2% | +37.1% |
| All | +103.9% | -93.8% | +197.7% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling