-74.2%
OPEN vs BTI
+127.1%
-201.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -0.6% |
| 7D | -11.4% | -0.2% | -11.2% | -11.4% |
| 30D | -20.1% | -1.1% | -19.0% | -19.8% |
| 3M | -37.6% | -8.8% | -28.8% | -35.5% |
| 6M | -47.1% | -4.0% | -43.1% | -47.1% |
| YTD | -52.1% | +0.4% | -52.5% | -53.6% |
| 1Y | -73.5% | +1.9% | -75.4% | -74.4% |
| 3Y | -24.4% | +108.5% | -132.9% | -47.1% |
| 5Y | -85.1% | +118.5% | -203.7% | -89.7% |
| All | -74.2% | +127.1% | -201.3% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling