-86.9%
OPEN vs BN
+149.4%
-236.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | -4.0% |
| 7D | -21.7% | +3.6% | -25.3% | -24.4% |
| 30D | -36.5% | +15.9% | -52.3% | -46.5% |
| 3M | -59.5% | -2.3% | -57.2% | -57.9% |
| 6M | -71.9% | -8.4% | -63.4% | -68.4% |
| YTD | -75.8% | -5.9% | -69.9% | -74.4% |
| 1Y | -78.5% | -5.6% | -72.9% | -77.2% |
| 3Y | -30.2% | +104.2% | -134.4% | -69.4% |
| 5Y | -93.3% | +35.5% | -128.8% | -95.6% |
| All | -86.9% | +149.4% | -236.3% | -92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling