-87.9%
OPEN vs BN
+146.0%
-233.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.3% | -5.7% | -5.4% |
| 7D | -24.7% | +4.3% | -29.0% | -27.8% |
| 30D | -41.0% | +14.3% | -55.3% | -49.4% |
| 3M | -62.4% | -4.1% | -58.3% | -59.9% |
| 6M | -73.9% | -9.7% | -64.2% | -70.1% |
| YTD | -77.5% | -7.1% | -70.4% | -75.8% |
| 1Y | -83.6% | -7.4% | -76.1% | -82.2% |
| 3Y | -37.0% | +102.3% | -139.4% | -72.1% |
| 5Y | -93.3% | +35.9% | -129.2% | -95.6% |
| All | -87.9% | +146.0% | -233.9% | -93.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling