-94.7%
OPEN vs BTG
+30.0%
-124.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.3% |
| 7D | -15.0% | -9.1% | -5.9% | -12.1% |
| 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% | -81.0% |
| 1Y | -86.1% | +21.3% | -107.4% | -87.5% |
| 3Y | -41.4% | +82.7% | -124.1% | -57.2% |
| All | -94.7% | +30.0% | -124.7% | -95.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling