-83.6%
OPEN vs BB
-27.1%
-56.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -3.9% |
| 7D | +1.0% | +0.5% | +0.5% | +0.5% |
| 30D | -11.9% | -12.4% | +0.5% | -5.0% |
| 3M | -28.8% | -15.3% | -13.5% | -24.6% |
| 6M | -38.6% | +128.8% | -167.4% | -68.8% |
| YTD | -47.3% | +107.7% | -155.0% | -71.4% |
| 1Y | -49.2% | +103.9% | -153.1% | -72.3% |
| 3Y | -18.8% | +72.6% | -91.4% | -60.3% |
| 5Y | -83.6% | -24.3% | -59.4% | -86.3% |
| All | -83.6% | -27.1% | -56.6% | -86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling