-84.0%
OPEN vs BN
+37.9%
-121.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.0% |
| 7D | -4.3% | -2.5% | -1.8% | -0.8% |
| 30D | -16.2% | -9.5% | -6.7% | -3.3% |
| 3M | -36.4% | -10.4% | -26.0% | -25.5% |
| 6M | -35.5% | -6.4% | -29.1% | -30.6% |
| YTD | -46.0% | -11.9% | -34.1% | -37.9% |
| 1Y | -47.1% | -8.6% | -38.5% | -42.0% |
| 3Y | -19.0% | +77.6% | -96.6% | -67.3% |
| All | -84.0% | +37.9% | -121.9% | -90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling