-87.4%
OPEN vs BHP
+181.2%
-268.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.4% |
| 7D | -31.1% | +2.4% | -33.5% | -32.3% |
| 30D | -34.7% | -5.4% | -29.3% | -32.4% |
| 3M | -61.9% | -6.9% | -55.0% | -60.1% |
| 6M | -71.9% | -4.3% | -67.5% | -71.2% |
| YTD | -76.6% | +41.6% | -118.2% | -82.2% |
| 1Y | -83.9% | +53.3% | -137.2% | -88.4% |
| 3Y | -34.4% | +58.4% | -92.7% | -53.5% |
| 5Y | -93.9% | +121.3% | -215.2% | -96.2% |
| All | -87.4% | +181.2% | -268.6% | -92.7% |
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