-70.8%
OPEN vs BTG
+38.2%
-109.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | -4.3% | -0.9% | -3.4% | -4.0% |
| 30D | -16.2% | +36.8% | -53.1% | -25.4% |
| 3M | -36.4% | +23.1% | -59.5% | -41.3% |
| 6M | -35.5% | +3.5% | -38.9% | -37.8% |
| YTD | -46.0% | +25.5% | -71.5% | -51.8% |
| 1Y | -47.1% | +40.1% | -87.2% | -55.3% |
| 3Y | -19.0% | +101.1% | -120.1% | -42.7% |
| 5Y | -83.6% | +70.6% | -154.2% | -88.2% |
| All | -70.8% | +38.2% | -109.1% | -75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling