-87.9%
OPEN vs BWA
+90.6%
-178.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.9% | -5.2% | -5.8% |
| 7D | -24.7% | -2.4% | -22.3% | -23.9% |
| 30D | -41.0% | -17.7% | -23.3% | -33.0% |
| 3M | -62.4% | -27.0% | -35.4% | -54.0% |
| 6M | -73.9% | -17.3% | -56.5% | -71.4% |
| YTD | -77.5% | +12.9% | -90.4% | -81.7% |
| 1Y | -83.6% | +12.9% | -96.5% | -86.6% |
| 3Y | -37.0% | +62.1% | -99.1% | -60.1% |
| 5Y | -93.3% | +30.7% | -124.0% | -95.4% |
| All | -87.9% | +90.6% | -178.5% | -92.5% |
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