-52.2%
OPEN vs BHP
+71.4%
-123.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.3% | -1.4% | -2.7% |
| 7D | -10.5% | -3.7% | -6.8% | -7.9% |
| 30D | -21.8% | -0.8% | -20.9% | -21.2% |
| 3M | -37.5% | +7.6% | -45.1% | -41.1% |
| 6M | -44.1% | +20.8% | -64.9% | -52.8% |
| YTD | -52.0% | +50.8% | -102.7% | -70.4% |
| 1Y | -52.2% | +70.9% | -123.1% | -77.3% |
| All | -52.2% | +71.4% | -123.6% | -77.3% |
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