-87.9%
OPEN vs BEN
+123.4%
-211.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.2% | -8.3% | -8.2% |
| 7D | -24.7% | +12.1% | -36.9% | -33.1% |
| 30D | -41.0% | +13.4% | -54.4% | -48.0% |
| 3M | -62.4% | +9.4% | -71.7% | -65.6% |
| 6M | -73.9% | +19.3% | -93.1% | -77.9% |
| YTD | -77.5% | +57.3% | -134.8% | -85.5% |
| 1Y | -83.6% | +69.1% | -152.7% | -90.0% |
| 3Y | -37.0% | +85.6% | -122.6% | -64.1% |
| 5Y | -93.3% | +32.9% | -126.2% | -95.3% |
| All | -87.9% | +123.4% | -211.2% | -91.5% |
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