-70.8%
OPEN vs BLDR
+190.3%
-261.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | -1.3% |
| 7D | -4.3% | -2.8% | -1.4% | -2.1% |
| 30D | -16.2% | -13.3% | -2.9% | -6.5% |
| 3M | -36.4% | -12.3% | -24.1% | -31.7% |
| 6M | -35.5% | -31.5% | -4.0% | -17.0% |
| YTD | -46.0% | -36.1% | -9.9% | -26.3% |
| 1Y | -47.1% | -54.1% | +6.9% | -6.0% |
| 3Y | -19.0% | -55.8% | +36.7% | +44.2% |
| 5Y | -83.6% | +20.7% | -104.3% | -85.4% |
| All | -70.8% | +190.3% | -261.2% | -78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling