-30.2%
OPEN vs BLDR
-47.3%
+17.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.5% | -4.8% | -3.5% |
| 7D | -21.7% | -2.7% | -18.9% | -19.2% |
| 30D | -36.5% | +24.8% | -61.3% | -46.3% |
| 3M | -59.5% | -11.7% | -47.9% | -55.6% |
| 6M | -71.9% | -14.8% | -57.1% | -69.2% |
| YTD | -75.8% | -35.9% | -39.9% | -66.9% |
| 1Y | -78.5% | -39.7% | -38.8% | -69.5% |
| 3Y | -30.2% | -45.6% | +15.4% | +5.4% |
| All | -30.2% | -47.3% | +17.1% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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