-70.8%
OPEN vs BEN
+111.6%
-182.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | -2.6% |
| 7D | -4.3% | +0.2% | -4.5% | -4.5% |
| 30D | -16.2% | -0.5% | -15.7% | -15.7% |
| 3M | -36.4% | +9.7% | -46.1% | -41.3% |
| 6M | -35.5% | +33.9% | -69.4% | -51.0% |
| YTD | -46.0% | +49.0% | -94.9% | -63.1% |
| 1Y | -47.1% | +42.1% | -89.3% | -62.1% |
| 3Y | -19.0% | +51.9% | -70.9% | -44.0% |
| 5Y | -83.6% | +39.0% | -122.6% | -88.0% |
| All | -70.8% | +111.6% | -182.4% | -78.3% |
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