-73.5%
OPEN vs BTSG
+113.2%
-186.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.8% |
| 7D | -11.4% | -3.3% | -8.1% | -10.5% |
| 30D | -20.1% | -1.6% | -18.5% | -19.8% |
| 3M | -37.6% | -6.9% | -30.7% | -37.0% |
| 6M | -47.1% | +42.1% | -89.2% | -57.4% |
| YTD | -52.1% | +56.8% | -109.0% | -63.6% |
| 1Y | -73.5% | +109.8% | -183.3% | -80.7% |
| All | -73.5% | +113.2% | -186.7% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling