-10.1%
BA vs OPEN
-35.5%
+25.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.8% | +22.3% | +1.4% |
| 7D | +1.1% | -22.2% | +23.3% | +1.9% |
| 30D | -7.9% | -38.3% | +30.4% | -6.4% |
| 3M | -25.3% | -59.4% | +34.0% | -23.0% |
| 6M | -24.6% | -74.4% | +49.8% | -21.1% |
| YTD | -20.1% | -76.0% | +55.8% | -16.6% |
| 1Y | -11.8% | -78.7% | +66.9% | -7.7% |
| 3Y | -10.1% | -30.0% | +19.9% | -11.7% |
| All | -10.1% | -35.5% | +25.4% | -11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling