-87.0%
OPEN vs BB
+72.0%
-159.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +4.4% | -26.2% | -23.6% |
| 7D | -22.2% | +3.8% | -26.0% | -23.7% |
| 30D | -38.3% | -0.3% | -38.0% | -38.9% |
| 3M | -59.4% | -0.5% | -58.9% | -60.2% |
| 6M | -74.4% | +45.9% | -120.3% | -79.3% |
| YTD | -76.0% | +130.6% | -206.6% | -84.3% |
| 1Y | -78.7% | +89.2% | -167.8% | -84.9% |
| 3Y | -30.0% | +137.5% | -167.5% | -58.7% |
| 5Y | -93.7% | -20.9% | -72.8% | -95.1% |
| All | -87.0% | +72.0% | -159.1% | -90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling