-70.8%
OPEN vs BNS
+203.9%
-274.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +2.2% |
| 7D | -4.3% | +1.5% | -5.8% | -6.3% |
| 30D | -16.2% | +6.0% | -22.2% | -23.2% |
| 3M | -36.4% | +16.3% | -52.7% | -49.1% |
| 6M | -35.5% | +28.8% | -64.2% | -55.7% |
| YTD | -46.0% | +30.0% | -75.9% | -63.7% |
| 1Y | -47.1% | +50.7% | -97.9% | -71.3% |
| 3Y | -19.0% | +125.4% | -144.4% | -73.8% |
| 5Y | -83.6% | +94.2% | -177.8% | -93.4% |
| All | -70.8% | +203.9% | -274.8% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling