-71.4%
OPEN vs BHP
+53.4%
-124.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.6% | +11.2% | +12.2% |
| 7D | +3.7% | -2.5% | +6.2% | +5.4% |
| 30D | -14.3% | -7.7% | -6.6% | -10.1% |
| 3M | -51.9% | -6.4% | -45.6% | -50.0% |
| 6M | -61.4% | +5.2% | -66.6% | -62.6% |
| YTD | -66.0% | +38.3% | -104.4% | -74.7% |
| 1Y | -71.4% | +53.4% | -124.8% | -83.0% |
| All | -71.4% | +53.4% | -124.8% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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