-72.2%
OPEN vs BB
+52.6%
-124.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.6% |
| 7D | -2.9% | +1.8% | -4.8% | -3.7% |
| 30D | -13.8% | -12.2% | -1.6% | -9.4% |
| 3M | -30.9% | -12.3% | -18.5% | -28.7% |
| 6M | -40.9% | +122.7% | -163.6% | -60.1% |
| YTD | -48.5% | +104.5% | -153.0% | -64.0% |
| 1Y | -50.9% | +106.7% | -157.6% | -65.8% |
| 3Y | -20.6% | +70.0% | -90.6% | -45.8% |
| 5Y | -84.2% | -27.8% | -56.4% | -86.7% |
| All | -72.2% | +52.6% | -124.8% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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