-9.8%
BA vs OPEN
-87.0%
+77.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +2.2% |
| 7D | +1.1% | -22.2% | +23.3% | +2.7% |
| 30D | -7.9% | -38.3% | +30.4% | -5.0% |
| 3M | -25.3% | -59.4% | +34.0% | -20.5% |
| 6M | -24.6% | -74.4% | +49.8% | -17.3% |
| YTD | -20.1% | -76.0% | +55.8% | -12.6% |
| 1Y | -11.8% | -78.7% | +66.9% | -3.2% |
| 3Y | -10.1% | -30.0% | +19.9% | -23.3% |
| 5Y | -22.7% | -93.7% | +71.0% | -21.5% |
| All | -9.8% | -87.0% | +77.2% | -24.0% |
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