-86.8%
OPEN vs BEN
+64.2%
-151.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.2% | -8.3% | -8.4% |
| 7D | -31.0% | +11.3% | -42.3% | -38.5% |
| 30D | -41.5% | +15.0% | -56.5% | -49.0% |
| 3M | -64.6% | +7.8% | -72.5% | -67.2% |
| 6M | -73.8% | +15.5% | -89.3% | -76.9% |
| YTD | -78.8% | +55.4% | -134.2% | -87.7% |
| 1Y | -86.8% | +63.3% | -150.1% | -93.2% |
| All | -86.8% | +64.2% | -151.0% | -93.2% |
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 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