-74.2%
OPEN vs BTG
+33.0%
-107.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.5% |
| 7D | -11.4% | -3.8% | -7.7% | -10.2% |
| 30D | -20.1% | +3.6% | -23.7% | -21.0% |
| 3M | -37.6% | +32.0% | -69.6% | -43.8% |
| 6M | -47.1% | +3.4% | -50.4% | -48.9% |
| YTD | -52.1% | +20.8% | -72.9% | -56.7% |
| 1Y | -73.5% | +22.4% | -95.9% | -76.6% |
| 3Y | -24.4% | +91.7% | -116.1% | -45.6% |
| 5Y | -85.1% | +79.0% | -164.1% | -89.5% |
| All | -74.2% | +33.0% | -107.2% | -78.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling