-93.6%
OPEN vs BEN
+19.4%
-113.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +4.7% | -26.5% | -27.8% |
| 7D | -22.2% | +6.6% | -28.8% | -29.4% |
| 30D | -38.3% | +3.8% | -42.2% | -41.9% |
| 3M | -59.4% | +0.2% | -59.6% | -59.8% |
| 6M | -74.4% | +10.4% | -84.8% | -77.8% |
| YTD | -76.0% | +46.2% | -122.2% | -86.0% |
| 1Y | -78.7% | +52.3% | -130.9% | -88.2% |
| 3Y | -30.0% | +65.9% | -95.9% | -66.6% |
| All | -93.6% | +19.4% | -113.1% | -95.2% |
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 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