-49.8%
OPEN vs BEN
+47.6%
-97.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.3% |
| 7D | +1.0% | +4.7% | -3.7% | -3.8% |
| 30D | -11.9% | +2.6% | -14.5% | -14.2% |
| 3M | -28.8% | +11.5% | -40.3% | -35.8% |
| 6M | -38.6% | +35.3% | -73.9% | -55.9% |
| YTD | -47.3% | +48.6% | -96.0% | -69.0% |
| All | -49.8% | +47.6% | -97.3% | -69.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling