-71.4%
OPEN vs BTG
+24.4%
-95.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +8.7% | +5.1% | +10.2% |
| 7D | +3.7% | -0.2% | +3.9% | +3.7% |
| 30D | -14.3% | -0.8% | -13.5% | -14.4% |
| 3M | -51.9% | +31.8% | -83.8% | -57.6% |
| 6M | -61.4% | +20.4% | -81.8% | -65.1% |
| YTD | -66.0% | +14.7% | -80.8% | -72.9% |
| 1Y | -71.4% | +29.4% | -100.7% | -81.6% |
| All | -71.4% | +24.4% | -95.8% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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