-89.0%
OPEN vs BBWI
+98.7%
-187.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.1% | -4.3% |
| 7D | -15.0% | +0.1% | -15.1% | -15.0% |
| 30D | -40.2% | +12.9% | -53.1% | -42.8% |
| 3M | -67.4% | +16.0% | -83.4% | -69.9% |
| 6M | -74.0% | +16.6% | -90.6% | -76.3% |
| YTD | -79.6% | +9.7% | -89.3% | -81.3% |
| 1Y | -86.1% | +1.5% | -87.6% | -87.2% |
| 3Y | -41.4% | -21.4% | -20.0% | -40.6% |
| 5Y | -94.9% | -67.6% | -27.3% | -93.2% |
| All | -89.0% | +98.7% | -187.7% | -87.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling