+154.7%
BP vs OPEN
-70.7%
+225.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | +3.9% | -4.3% | +8.2% | +4.0% |
| 30D | +7.6% | -16.2% | +23.8% | +7.9% |
| 3M | +0.7% | -36.4% | +37.1% | +1.3% |
| 6M | +15.5% | -35.5% | +50.9% | +16.0% |
| YTD | +30.8% | -46.0% | +76.8% | +31.7% |
| 1Y | +34.3% | -47.1% | +81.5% | +34.3% |
| 3Y | +35.1% | -19.0% | +54.1% | +30.4% |
| 5Y | +126.8% | -83.6% | +210.4% | +115.1% |
| All | +154.7% | -70.7% | +225.4% | +124.5% |
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