-71.6%
OPEN vs BWA
+150.4%
-221.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.2% |
| 7D | +1.0% | +4.3% | -3.3% | -1.9% |
| 30D | -11.9% | -2.9% | -9.0% | -10.3% |
| 3M | -28.8% | -12.4% | -16.3% | -23.0% |
| 6M | -38.6% | +28.6% | -67.2% | -50.7% |
| YTD | -47.3% | +48.2% | -95.6% | -63.9% |
| 1Y | -49.2% | +50.9% | -100.1% | -65.4% |
| 3Y | -18.8% | +72.2% | -90.9% | -50.8% |
| 5Y | -83.6% | +91.1% | -174.7% | -90.8% |
| All | -71.6% | +150.4% | -221.9% | -85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling