-41.4%
OPEN vs BTG
+82.1%
-123.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.3% |
| 7D | -15.0% | -9.1% | -5.9% | -11.9% |
| 30D | -40.2% | -1.6% | -38.6% | -40.1% |
| 3M | -67.4% | -2.8% | -64.6% | -67.2% |
| 6M | -74.0% | -7.6% | -66.4% | -73.7% |
| YTD | -79.6% | +10.2% | -89.8% | -81.2% |
| 1Y | -86.1% | +21.3% | -107.4% | -87.7% |
| 3Y | -41.4% | +82.7% | -124.1% | -56.3% |
| All | -41.4% | +82.1% | -123.5% | -56.3% |
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