-18.7%
OPEN vs BTG
+99.9%
-118.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -3.9% | -2.8% |
| 7D | -2.9% | +2.4% | -5.3% | -3.7% |
| 30D | -13.8% | +9.5% | -23.3% | -16.4% |
| 3M | -30.9% | +38.5% | -69.4% | -38.8% |
| 6M | -40.9% | +5.6% | -46.6% | -43.3% |
| YTD | -48.5% | +23.9% | -72.5% | -53.9% |
| 1Y | -50.9% | +32.1% | -83.0% | -57.9% |
| All | -18.7% | +99.9% | -118.6% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling