-87.4%
OPEN vs BTI
+155.0%
-242.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.0% |
| 7D | -31.1% | -3.0% | -28.0% | -29.8% |
| 30D | -34.7% | +9.8% | -44.5% | -36.9% |
| 3M | -61.9% | +9.2% | -71.0% | -63.2% |
| 6M | -71.9% | +4.0% | -75.9% | -72.5% |
| YTD | -76.6% | +12.7% | -89.3% | -78.3% |
| 1Y | -83.9% | +15.9% | -99.8% | -85.3% |
| 3Y | -34.4% | +148.9% | -183.3% | -57.0% |
| 5Y | -93.9% | +152.8% | -246.7% | -96.0% |
| All | -87.4% | +155.0% | -242.3% | -91.9% |
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