-86.9%
OPEN vs BUD
+80.3%
-167.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | 0.0% |
| 7D | -21.7% | +1.3% | -23.0% | -22.0% |
| 30D | -36.5% | +10.0% | -46.5% | -39.5% |
| 3M | -59.5% | +1.6% | -61.1% | -59.9% |
| 6M | -71.9% | +6.5% | -78.4% | -72.9% |
| YTD | -75.8% | +34.8% | -110.7% | -79.7% |
| 1Y | -78.5% | +36.5% | -115.0% | -82.1% |
| 3Y | -30.2% | +49.0% | -79.2% | -44.5% |
| 5Y | -93.3% | +51.7% | -145.0% | -94.9% |
| All | -86.9% | +80.3% | -167.2% | -90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling