-89.0%
OPEN vs BWA
+92.3%
-181.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | -15.0% | +4.3% | -19.3% | -17.3% |
| 30D | -40.2% | -13.0% | -27.2% | -34.7% |
| 3M | -67.4% | -24.8% | -42.6% | -60.9% |
| 6M | -74.0% | -23.5% | -50.5% | -69.8% |
| YTD | -79.6% | +13.8% | -93.4% | -83.5% |
| 1Y | -86.1% | +13.4% | -99.5% | -88.7% |
| 3Y | -41.4% | +62.8% | -104.1% | -62.9% |
| 5Y | -94.9% | +28.5% | -123.3% | -96.5% |
| All | -89.0% | +92.3% | -181.3% | -93.2% |
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