-87.4%
OPEN vs BB
+85.0%
-172.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +3.0% |
| 7D | -31.1% | +7.3% | -38.4% | -33.3% |
| 30D | -34.7% | +11.2% | -45.9% | -38.1% |
| 3M | -61.9% | +4.7% | -66.5% | -63.4% |
| 6M | -71.9% | +51.1% | -123.0% | -77.6% |
| YTD | -76.6% | +148.0% | -224.6% | -85.1% |
| 1Y | -83.9% | +106.1% | -190.0% | -89.0% |
| 3Y | -34.4% | +158.2% | -192.6% | -62.6% |
| 5Y | -93.9% | -10.8% | -83.1% | -95.4% |
| All | -87.4% | +85.0% | -172.4% | -91.1% |
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