-71.4%
OPEN vs BNS
+52.0%
-123.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.0% | +10.8% | +11.1% |
| 7D | +3.7% | +2.0% | +1.7% | +2.1% |
| 30D | -14.3% | +7.8% | -22.1% | -19.5% |
| 3M | -51.9% | +11.7% | -63.6% | -56.3% |
| 6M | -61.4% | +28.2% | -89.6% | -68.7% |
| YTD | -66.0% | +34.8% | -100.8% | -74.3% |
| 1Y | -71.4% | +51.1% | -122.4% | -82.8% |
| All | -71.4% | +52.0% | -123.4% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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