-49.2%
OPEN vs BN
-11.2%
-38.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | 0.0% | +0.2% |
| 7D | +1.0% | -1.2% | +2.2% | +2.2% |
| 30D | -11.9% | -10.9% | -1.0% | -0.5% |
| 3M | -28.8% | -11.1% | -17.7% | -19.3% |
| 6M | -38.6% | -4.4% | -34.2% | -36.9% |
| YTD | -47.3% | -14.1% | -33.2% | -39.9% |
| 1Y | -49.2% | -11.1% | -38.1% | -45.0% |
| All | -49.2% | -11.2% | -38.0% | -45.0% |
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