-87.0%
OPEN vs BN
+140.1%
-227.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.9% | -20.9% | -20.7% |
| 7D | -22.2% | +5.3% | -27.6% | -26.5% |
| 30D | -38.3% | +11.9% | -50.2% | -45.8% |
| 3M | -59.4% | -5.7% | -53.6% | -55.8% |
| 6M | -74.4% | -10.6% | -63.7% | -70.4% |
| YTD | -76.0% | -9.4% | -66.6% | -73.3% |
| 1Y | -78.7% | -8.8% | -69.9% | -76.4% |
| 3Y | -30.0% | +95.6% | -125.6% | -67.7% |
| 5Y | -93.7% | +30.2% | -123.9% | -95.7% |
| All | -87.0% | +140.1% | -227.2% | -92.5% |
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 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