-41.4%
OPEN vs BHP
+53.3%
-94.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.4% | -2.6% |
| 7D | -15.0% | -0.5% | -14.5% | -14.4% |
| 30D | -40.2% | -4.5% | -35.7% | -38.0% |
| 3M | -67.4% | -6.9% | -60.5% | -65.5% |
| 6M | -74.0% | -10.6% | -63.5% | -71.7% |
| YTD | -79.6% | +37.2% | -116.8% | -85.7% |
| 1Y | -86.1% | +48.0% | -134.1% | -91.0% |
| 3Y | -41.4% | +52.6% | -93.9% | -59.8% |
| All | -41.4% | +53.3% | -94.7% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling