-94.7%
OPEN vs BUD
+51.6%
-146.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.4% |
| 7D | -15.0% | +1.0% | -16.0% | -15.8% |
| 30D | -40.2% | +6.7% | -46.9% | -42.7% |
| 3M | -67.4% | +5.7% | -73.1% | -68.6% |
| 6M | -74.0% | +5.8% | -79.8% | -75.2% |
| YTD | -79.6% | +34.4% | -114.0% | -83.9% |
| 1Y | -86.1% | +33.3% | -119.4% | -89.0% |
| 3Y | -41.4% | +48.8% | -90.2% | -57.9% |
| All | -94.7% | +51.6% | -146.3% | -96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling