-84.0%
OPEN vs BUD
+46.3%
-130.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.5% |
| 7D | -4.3% | +0.3% | -4.5% | -4.4% |
| 30D | -16.2% | -5.7% | -10.6% | -13.0% |
| 3M | -36.4% | +3.1% | -39.5% | -38.1% |
| 6M | -35.5% | +7.9% | -43.3% | -39.5% |
| YTD | -46.0% | +27.3% | -73.3% | -55.2% |
| 1Y | -47.1% | +37.8% | -85.0% | -58.6% |
| 3Y | -19.0% | +49.8% | -68.9% | -40.9% |
| All | -84.0% | +46.3% | -130.3% | -88.6% |
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