-83.6%
OPEN vs BHP
+121.9%
-205.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -3.9% |
| 7D | +1.0% | +1.3% | -0.3% | -0.1% |
| 30D | -11.9% | +4.0% | -15.9% | -14.6% |
| 3M | -28.8% | +12.3% | -41.1% | -35.4% |
| 6M | -38.6% | +30.8% | -69.4% | -50.9% |
| YTD | -47.3% | +58.8% | -106.1% | -64.5% |
| 1Y | -49.2% | +76.8% | -126.0% | -68.5% |
| 3Y | -18.8% | +87.5% | -106.2% | -51.3% |
| 5Y | -83.6% | +123.9% | -207.5% | -91.0% |
| All | -83.6% | +121.9% | -205.5% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling