-85.1%
OPEN vs BTG
+74.4%
-159.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.2% | -3.4% | -5.6% |
| 7D | -10.5% | -5.8% | -4.7% | -8.7% |
| 30D | -21.8% | +5.7% | -27.5% | -23.2% |
| 3M | -37.5% | +38.1% | -75.6% | -44.4% |
| 6M | -44.1% | +0.3% | -44.4% | -45.4% |
| YTD | -52.0% | +19.9% | -71.9% | -56.3% |
| 1Y | -52.2% | +24.6% | -76.8% | -57.7% |
| 3Y | -25.9% | +96.6% | -122.5% | -46.6% |
| 5Y | -85.1% | +77.7% | -162.8% | -87.8% |
| All | -85.1% | +74.4% | -159.4% | -87.8% |
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