-50.9%
OPEN vs BB
+100.8%
-151.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.7% |
| 7D | -2.9% | +1.8% | -4.8% | -3.7% |
| 30D | -13.8% | -12.2% | -1.6% | -9.3% |
| 3M | -30.9% | -12.3% | -18.5% | -28.5% |
| 6M | -40.9% | +122.7% | -163.6% | -65.9% |
| YTD | -48.5% | +104.5% | -153.0% | -68.3% |
| 1Y | -50.9% | +106.7% | -157.6% | -70.2% |
| All | -50.9% | +100.8% | -151.7% | -70.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling