-71.4%
OPEN vs BN
-3.9%
-67.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +6.1% | +7.7% | +7.8% |
| 7D | +3.7% | +12.0% | -8.3% | -6.9% |
| 30D | -14.3% | +17.0% | -31.3% | -26.1% |
| 3M | -51.9% | -3.2% | -48.7% | -50.8% |
| 6M | -61.4% | -3.9% | -57.5% | -60.4% |
| YTD | -66.0% | -5.6% | -60.4% | -65.5% |
| 1Y | -71.4% | -4.7% | -66.6% | -71.5% |
| All | -71.4% | -3.9% | -67.5% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling