-83.6%
OPEN vs BLDR
+16.0%
-99.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.3% | +1.7% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | -11.9% | -16.2% | +4.3% | +2.3% |
| 3M | -28.8% | -14.4% | -14.4% | -21.8% |
| 6M | -38.6% | -32.8% | -5.8% | -17.8% |
| YTD | -47.3% | -39.2% | -8.2% | -22.7% |
| 1Y | -49.2% | -57.7% | +8.5% | +3.8% |
| 3Y | -18.8% | -55.3% | +36.5% | +47.5% |
| 5Y | -83.6% | +15.6% | -99.2% | -89.1% |
| All | -83.6% | +16.0% | -99.6% | -89.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling