-10.8%
BA vs OPEN
-88.9%
+78.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +0.2% |
| 7D | -1.1% | -15.0% | +13.9% | +0.1% |
| 30D | -7.1% | -40.2% | +33.1% | -3.9% |
| 3M | -25.5% | -67.4% | +41.9% | -19.5% |
| 6M | -28.7% | -74.0% | +45.3% | -21.9% |
| YTD | -21.0% | -79.6% | +58.6% | -12.6% |
| 1Y | -11.9% | -86.1% | +74.2% | 0.0% |
| 3Y | -16.2% | -41.4% | +25.2% | -27.4% |
| 5Y | -22.4% | -94.9% | +72.5% | -19.8% |
| All | -10.8% | -88.9% | +78.1% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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