-88.6%
OPEN vs BN
+141.6%
-230.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.0% | -8.5% | -8.3% |
| 7D | -31.0% | -0.3% | -30.7% | -30.6% |
| 30D | -41.5% | +13.6% | -55.0% | -49.4% |
| 3M | -64.6% | -6.7% | -58.0% | -61.0% |
| 6M | -73.8% | -9.0% | -64.8% | -70.3% |
| YTD | -78.8% | -8.8% | -70.0% | -76.7% |
| 1Y | -86.8% | -10.6% | -76.2% | -85.1% |
| 3Y | -40.6% | +98.8% | -139.4% | -73.1% |
| 5Y | -94.7% | +33.6% | -128.3% | -96.4% |
| All | -88.6% | +141.6% | -230.2% | -93.5% |
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 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