-72.2%
OPEN vs BHP
+216.2%
-288.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.5% |
| 7D | -2.9% | +0.9% | -3.8% | -3.6% |
| 30D | -13.8% | +4.0% | -17.8% | -16.2% |
| 3M | -30.9% | +11.3% | -42.1% | -36.3% |
| 6M | -40.9% | +29.3% | -70.3% | -51.2% |
| YTD | -48.5% | +59.2% | -107.8% | -63.7% |
| 1Y | -50.9% | +80.8% | -131.7% | -68.2% |
| 3Y | -20.6% | +88.0% | -108.6% | -49.3% |
| 5Y | -84.2% | +126.6% | -210.8% | -90.6% |
| All | -72.2% | +216.2% | -288.4% | -85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling