+10.4%
BA vs OPEN
-70.7%
+81.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | +1.2% | -4.3% | +5.4% | +1.5% |
| 30D | -11.6% | -16.2% | +4.6% | -10.5% |
| 3M | -2.4% | -36.4% | +34.0% | +0.6% |
| 6M | -6.6% | -35.5% | +28.8% | -4.2% |
| YTD | -2.2% | -46.0% | +43.7% | +1.1% |
| 1Y | -8.0% | -47.1% | +39.1% | -8.0% |
| 3Y | -5.0% | -19.0% | +14.0% | -17.7% |
| 5Y | -2.7% | -83.6% | +80.9% | -8.3% |
| All | +10.4% | -70.7% | +81.1% | -12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling