-89.0%
OPEN vs BG
+202.1%
-291.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.0% |
| 7D | -15.0% | +2.6% | -17.6% | -15.5% |
| 30D | -40.2% | -6.7% | -33.5% | -39.3% |
| 3M | -67.4% | -9.3% | -58.1% | -66.9% |
| 6M | -74.0% | -18.3% | -55.7% | -73.0% |
| YTD | -79.6% | +16.2% | -95.8% | -80.6% |
| 1Y | -86.1% | +7.6% | -93.7% | -86.5% |
| 3Y | -41.4% | +6.6% | -47.9% | -42.9% |
| 5Y | -94.9% | +22.2% | -117.1% | -95.3% |
| All | -89.0% | +202.1% | -291.1% | -90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling