-86.8%
OPEN vs BWA
+12.4%
-99.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.0% | -9.4% |
| 7D | -31.0% | +7.3% | -38.3% | -32.1% |
| 30D | -41.5% | -15.8% | -25.7% | -39.0% |
| 3M | -64.6% | -25.7% | -38.9% | -62.2% |
| 6M | -73.8% | -19.6% | -54.2% | -72.6% |
| YTD | -78.8% | +14.1% | -92.9% | -82.9% |
| 1Y | -86.8% | +12.2% | -99.0% | -89.2% |
| All | -86.8% | +12.4% | -99.3% | -89.2% |
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 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