-70.8%
OPEN vs BHP
+209.9%
-280.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.9% |
| 7D | -4.3% | -2.9% | -1.4% | -2.2% |
| 30D | -16.2% | +3.4% | -19.6% | -18.1% |
| 3M | -36.4% | +4.1% | -40.4% | -38.3% |
| 6M | -35.5% | +20.6% | -56.0% | -44.1% |
| YTD | -46.0% | +56.1% | -102.0% | -61.3% |
| 1Y | -47.1% | +69.6% | -116.7% | -64.3% |
| 3Y | -19.0% | +78.8% | -97.8% | -46.7% |
| 5Y | -83.6% | +113.1% | -196.6% | -90.0% |
| All | -70.8% | +209.9% | -280.7% | -84.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling