-71.4%
OPEN vs BG
+7.2%
-78.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.4% | +11.4% | +13.3% |
| 7D | +3.7% | -3.8% | +7.4% | +4.3% |
| 30D | -14.3% | -9.6% | -4.7% | -12.9% |
| 3M | -51.9% | -8.5% | -43.4% | -52.2% |
| 6M | -61.4% | -23.0% | -38.4% | -58.4% |
| YTD | -66.0% | +10.9% | -76.9% | -75.0% |
| 1Y | -71.4% | +6.0% | -77.3% | -78.0% |
| All | -71.4% | +7.2% | -78.6% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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