-71.6%
OPEN vs BUD
+68.9%
-140.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.8% | -2.1% |
| 7D | +1.0% | +0.8% | +0.2% | +0.6% |
| 30D | -11.9% | -4.8% | -7.1% | -9.7% |
| 3M | -28.8% | +1.4% | -30.1% | -29.6% |
| 6M | -38.6% | +9.9% | -48.5% | -42.2% |
| YTD | -47.3% | +26.3% | -73.7% | -54.3% |
| 1Y | -49.2% | +36.1% | -85.3% | -57.7% |
| 3Y | -18.8% | +48.6% | -67.4% | -35.3% |
| 5Y | -83.6% | +45.0% | -128.6% | -87.1% |
| All | -71.6% | +68.9% | -140.5% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BUD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling