-73.5%
OPEN vs BTG
+25.2%
-98.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.5% |
| 7D | -11.4% | -3.8% | -7.7% | -10.4% |
| 30D | -20.1% | +3.6% | -23.7% | -20.9% |
| 3M | -37.6% | +32.0% | -69.6% | -42.8% |
| 6M | -47.1% | +3.4% | -50.4% | -48.3% |
| YTD | -52.1% | +20.8% | -72.9% | -56.1% |
| 1Y | -73.5% | +22.4% | -95.9% | -74.7% |
| All | -73.5% | +25.2% | -98.7% | -74.7% |
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