-72.2%
OPEN vs BEN
+107.9%
-180.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -0.9% |
| 7D | -2.9% | +3.4% | -6.3% | -5.9% |
| 30D | -13.8% | +1.8% | -15.6% | -15.2% |
| 3M | -30.9% | +8.4% | -39.2% | -35.6% |
| 6M | -40.9% | +35.6% | -76.6% | -55.7% |
| YTD | -48.5% | +46.4% | -94.9% | -64.3% |
| 1Y | -50.9% | +46.3% | -97.2% | -65.6% |
| 3Y | -20.6% | +54.6% | -75.3% | -45.9% |
| 5Y | -84.2% | +39.4% | -123.5% | -88.3% |
| All | -72.2% | +107.9% | -180.1% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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