-9.8%
BA vs OPEN
-87.8%
+78.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.1% | +7.7% | +1.1% |
| 7D | 0.0% | -24.7% | +24.8% | +1.9% |
| 30D | -8.9% | -41.0% | +32.1% | -5.7% |
| 3M | -25.5% | -62.4% | +36.8% | -20.3% |
| 6M | -27.0% | -73.9% | +46.9% | -20.0% |
| YTD | -20.1% | -77.5% | +57.4% | -12.2% |
| 1Y | -11.0% | -83.6% | +72.6% | -0.3% |
| 3Y | -11.8% | -37.0% | +25.2% | -24.0% |
| 5Y | -20.6% | -93.3% | +72.6% | -19.9% |
| All | -9.8% | -87.8% | +78.0% | -23.6% |
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