-74.1%
OPEN vs BBY
+37.5%
-111.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.7% | -6.7% |
| 7D | -10.5% | +0.7% | -11.2% | -11.1% |
| 30D | -21.8% | +5.8% | -27.6% | -25.8% |
| 3M | -37.5% | +18.0% | -55.5% | -45.9% |
| 6M | -44.1% | +39.8% | -84.0% | -59.0% |
| YTD | -52.0% | +35.4% | -87.4% | -64.2% |
| 1Y | -52.2% | +21.4% | -73.6% | -60.8% |
| 3Y | -25.9% | +39.5% | -65.5% | -50.3% |
| 5Y | -85.1% | -0.5% | -84.6% | -86.8% |
| All | -74.1% | +37.5% | -111.6% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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