-70.8%
OPEN vs BG
+252.8%
-323.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.9% |
| 7D | -4.3% | +2.8% | -7.1% | -5.0% |
| 30D | -16.2% | +12.0% | -28.3% | -18.8% |
| 3M | -36.4% | -7.7% | -28.7% | -35.3% |
| 6M | -35.5% | +4.5% | -39.9% | -36.5% |
| YTD | -46.0% | +35.7% | -81.7% | -50.3% |
| 1Y | -47.1% | +50.1% | -97.2% | -52.6% |
| 3Y | -19.0% | +12.6% | -31.6% | -21.6% |
| 5Y | -83.6% | +75.4% | -159.0% | -86.1% |
| All | -70.8% | +252.8% | -323.6% | -75.7% |
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