-84.2%
OPEN vs BTDR
+24.7%
-108.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.8% |
| 7D | -2.9% | +14.8% | -17.7% | -5.4% |
| 30D | -13.8% | +41.8% | -55.6% | -19.3% |
| 3M | -30.9% | -29.2% | -1.7% | -28.0% |
| 6M | -40.9% | +66.2% | -107.1% | -47.4% |
| YTD | -48.5% | +10.0% | -58.5% | -51.5% |
| 1Y | -50.9% | -11.0% | -39.9% | -53.8% |
| 3Y | -20.6% | +6.9% | -27.6% | -41.5% |
| 5Y | -84.2% | +24.7% | -108.8% | -91.0% |
| All | -84.2% | +24.7% | -108.8% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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