-89.0%
OPEN vs BTI
+158.5%
-247.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.3% |
| 7D | -15.0% | +1.6% | -16.6% | -15.7% |
| 30D | -40.2% | +9.2% | -49.4% | -42.1% |
| 3M | -67.4% | +9.6% | -77.0% | -68.6% |
| 6M | -74.0% | -2.4% | -71.6% | -73.8% |
| YTD | -79.6% | +14.2% | -93.8% | -81.2% |
| 1Y | -86.1% | +20.3% | -106.4% | -87.5% |
| 3Y | -41.4% | +147.4% | -188.8% | -61.5% |
| 5Y | -94.9% | +155.4% | -250.3% | -96.7% |
| All | -89.0% | +158.5% | -247.5% | -93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling