-70.8%
OPEN vs BB
+51.6%
-122.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -4.3% | -5.6% | +1.4% | -1.9% |
| 30D | -16.2% | -11.8% | -4.4% | -12.1% |
| 3M | -36.4% | -25.5% | -10.8% | -29.6% |
| 6M | -35.5% | +121.3% | -156.7% | -56.3% |
| YTD | -46.0% | +103.2% | -149.1% | -62.0% |
| 1Y | -47.1% | +102.6% | -149.8% | -62.8% |
| 3Y | -19.0% | +37.5% | -56.5% | -40.1% |
| 5Y | -83.6% | -30.4% | -53.1% | -86.2% |
| All | -70.8% | +51.6% | -122.4% | -77.2% |
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 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