-18.8%
OPEN vs BTI
+113.6%
-132.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.3% |
| 7D | +1.0% | -1.4% | +2.4% | +1.8% |
| 30D | -11.9% | -7.0% | -4.9% | -8.4% |
| 3M | -28.8% | -6.3% | -22.4% | -26.8% |
| 6M | -38.6% | -2.0% | -36.6% | -40.2% |
| YTD | -47.3% | +0.2% | -47.5% | -50.4% |
| 1Y | -49.2% | +3.8% | -53.0% | -53.0% |
| 3Y | -18.8% | +112.1% | -130.9% | -62.8% |
| All | -18.8% | +113.6% | -132.4% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling