-83.6%
OPEN vs BEN
+42.4%
-126.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.3% |
| 7D | +1.0% | +4.7% | -3.7% | -4.5% |
| 30D | -11.9% | +2.6% | -14.5% | -14.6% |
| 3M | -28.8% | +11.5% | -40.3% | -37.3% |
| 6M | -38.6% | +35.3% | -73.9% | -57.9% |
| YTD | -47.3% | +48.6% | -96.0% | -68.2% |
| 1Y | -49.2% | +46.7% | -95.9% | -68.5% |
| 3Y | -18.8% | +57.0% | -75.8% | -53.2% |
| 5Y | -83.6% | +41.8% | -125.4% | -89.5% |
| All | -83.6% | +42.4% | -126.0% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling