-87.4%
OPEN vs BEN
+123.4%
-210.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -31.1% | +7.2% | -38.2% | -36.3% |
| 30D | -34.7% | +14.1% | -48.8% | -42.8% |
| 3M | -61.9% | +9.9% | -71.8% | -65.3% |
| 6M | -71.9% | +17.4% | -89.3% | -75.9% |
| YTD | -76.6% | +57.3% | -133.9% | -84.9% |
| 1Y | -83.9% | +66.9% | -150.8% | -90.1% |
| 3Y | -34.4% | +85.7% | -120.0% | -62.6% |
| 5Y | -93.9% | +31.2% | -125.2% | -95.8% |
| All | -87.4% | +123.4% | -210.8% | -91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling