-87.0%
OPEN vs BWA
+84.4%
-171.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +2.7% | -24.5% | -23.6% |
| 7D | -22.2% | -5.5% | -16.8% | -19.7% |
| 30D | -38.3% | -21.7% | -16.6% | -27.6% |
| 3M | -59.4% | -25.6% | -33.7% | -51.0% |
| 6M | -74.4% | -17.4% | -56.9% | -72.1% |
| YTD | -76.0% | +9.2% | -85.2% | -80.0% |
| 1Y | -78.7% | +9.7% | -88.4% | -82.2% |
| 3Y | -30.0% | +54.6% | -84.6% | -54.2% |
| 5Y | -93.7% | +26.8% | -120.5% | -95.6% |
| All | -87.0% | +84.4% | -171.5% | -91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling