-71.4%
OPEN vs BURL
-4.6%
-66.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +7.7% | +6.1% | +11.0% |
| 7D | +3.7% | +10.4% | -6.7% | +0.4% |
| 30D | -14.3% | -4.9% | -9.3% | -13.2% |
| 3M | -51.9% | -29.8% | -22.2% | -47.7% |
| 6M | -61.4% | -16.5% | -44.9% | -60.4% |
| YTD | -66.0% | -10.5% | -55.5% | -65.4% |
| 1Y | -71.4% | -5.3% | -66.1% | -70.9% |
| All | -71.4% | -4.6% | -66.8% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling