-41.4%
OPEN vs BUD
+49.6%
-91.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.3% |
| 7D | -15.0% | +1.0% | -16.0% | -15.7% |
| 30D | -40.2% | +6.7% | -46.9% | -42.3% |
| 3M | -67.4% | +5.7% | -73.1% | -68.4% |
| 6M | -74.0% | +5.8% | -79.8% | -75.0% |
| YTD | -79.6% | +34.4% | -114.0% | -83.5% |
| 1Y | -86.1% | +33.3% | -119.4% | -88.7% |
| 3Y | -41.4% | +48.8% | -90.2% | -58.3% |
| All | -41.4% | +49.6% | -91.0% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling