-89.0%
OPEN vs BEN
+121.7%
-210.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.1% | -4.1% |
| 7D | -15.0% | +6.8% | -21.8% | -20.2% |
| 30D | -40.2% | +18.0% | -58.2% | -49.2% |
| 3M | -67.4% | +7.5% | -74.9% | -69.7% |
| 6M | -74.0% | +14.7% | -88.7% | -77.2% |
| YTD | -79.6% | +56.1% | -135.7% | -86.7% |
| 1Y | -86.1% | +69.6% | -155.7% | -91.6% |
| 3Y | -41.4% | +87.7% | -129.1% | -66.9% |
| 5Y | -94.9% | +28.6% | -123.5% | -96.4% |
| All | -89.0% | +121.7% | -210.7% | -92.2% |
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