-84.2%
OPEN vs BR
+7.6%
-91.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.9% |
| 7D | -2.9% | -5.0% | +2.1% | +3.1% |
| 30D | -13.8% | -2.5% | -11.3% | -11.5% |
| 3M | -30.9% | +13.5% | -44.4% | -42.5% |
| 6M | -40.9% | -9.4% | -31.5% | -34.4% |
| YTD | -48.5% | -23.3% | -25.3% | -29.7% |
| 1Y | -50.9% | -31.6% | -19.3% | -19.8% |
| 3Y | -20.6% | -5.1% | -15.6% | -23.0% |
| 5Y | -84.2% | +8.2% | -92.3% | -89.5% |
| All | -84.2% | +7.6% | -91.8% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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