+158.8%
BP vs OPEN
-87.0%
+245.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | -0.1% |
| 7D | -11.6% | -22.2% | +10.6% | -11.4% |
| 30D | 0.0% | -38.3% | +38.4% | +0.6% |
| 3M | +6.7% | -59.4% | +66.1% | +8.0% |
| 6M | +2.2% | -74.4% | +76.5% | +4.0% |
| YTD | +33.0% | -76.0% | +109.0% | +35.3% |
| 1Y | +30.7% | -78.7% | +109.4% | +33.1% |
| 3Y | +44.2% | -30.0% | +74.2% | +39.1% |
| 5Y | +105.1% | -93.7% | +198.9% | +95.7% |
| All | +158.8% | -87.0% | +245.8% | +130.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling