-71.4%
OPEN vs BRO
-3.6%
-67.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.5% | +9.3% | +12.5% |
| 7D | +3.7% | +12.4% | -8.8% | +0.7% |
| 30D | -14.3% | +21.6% | -35.9% | -17.8% |
| 3M | -51.9% | +4.3% | -56.3% | -52.7% |
| 6M | -61.4% | +29.2% | -90.6% | -64.4% |
| YTD | -66.0% | -6.4% | -59.7% | -64.2% |
| 1Y | -71.4% | -5.3% | -66.1% | -70.3% |
| All | -71.4% | -3.6% | -67.8% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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