-12.3%
BA vs OPEN
-85.5%
+73.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.5% | +7.8% | -0.9% |
| 7D | -0.6% | -31.0% | +30.5% | +2.4% |
| 30D | -8.0% | -41.5% | +33.5% | -4.1% |
| 3M | -25.8% | -64.6% | +38.8% | -19.1% |
| 6M | -27.6% | -73.8% | +46.2% | -19.6% |
| YTD | -21.0% | -78.8% | +57.8% | -11.5% |
| 1Y | -12.3% | -86.8% | +74.6% | +0.3% |
| All | -12.3% | -85.5% | +73.2% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling