-71.4%
OPEN vs BBWI
+2.4%
-73.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.1% | +9.7% | +12.7% |
| 7D | +3.7% | +8.8% | -5.1% | +1.6% |
| 30D | -14.3% | +34.8% | -49.1% | -19.9% |
| 3M | -51.9% | +12.9% | -64.9% | -53.3% |
| 6M | -61.4% | +29.6% | -91.0% | -63.8% |
| YTD | -66.0% | +20.8% | -86.8% | -67.3% |
| 1Y | -71.4% | +4.1% | -75.5% | -71.7% |
| All | -71.4% | +2.4% | -73.8% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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