-59.4%
OPEN vs BBWI
+4.8%
-64.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -3.3% | -18.5% | -20.7% |
| 7D | -22.2% | -6.2% | -16.0% | -20.2% |
| 30D | -38.3% | +19.9% | -58.3% | -37.3% |
| 3M | -59.4% | +7.1% | -66.5% | -59.4% |
| All | -59.4% | +4.8% | -64.1% | -59.4% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling