-71.4%
OPEN vs BWA
+17.4%
-88.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -2.5% | +16.3% | +14.4% |
| 7D | +3.7% | -9.9% | +13.6% | +6.3% |
| 30D | -14.3% | -16.4% | +2.1% | -10.4% |
| 3M | -51.9% | -19.8% | -32.1% | -49.4% |
| 6M | -61.4% | -10.0% | -51.4% | -60.9% |
| YTD | -66.0% | +12.7% | -78.8% | -73.3% |
| 1Y | -71.4% | +15.7% | -87.0% | -77.8% |
| All | -71.4% | +17.4% | -88.7% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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