-93.6%
OPEN vs BUD
+48.8%
-142.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.5% | -20.3% | -20.8% |
| 7D | -22.2% | +4.5% | -26.7% | -24.3% |
| 30D | -38.3% | +12.5% | -50.8% | -43.0% |
| 3M | -59.4% | 0.0% | -59.3% | -59.3% |
| 6M | -74.4% | +3.8% | -78.2% | -75.2% |
| YTD | -76.0% | +33.1% | -109.0% | -80.9% |
| 1Y | -78.7% | +35.5% | -114.2% | -83.3% |
| 3Y | -30.0% | +49.4% | -79.4% | -49.8% |
| All | -93.6% | +48.8% | -142.4% | -95.8% |
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