-1.5%
BAC vs OPEN
-72.7%
+71.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +13.8% | -9.8% | +3.0% |
| 7D | +1.5% | +3.7% | -2.1% | +1.2% |
| 30D | -4.4% | -14.3% | +9.9% | -3.7% |
| 3M | -17.5% | -51.9% | +34.4% | -14.2% |
| 6M | -0.1% | -61.4% | +61.4% | +5.1% |
| YTD | -4.6% | -66.0% | +61.4% | +0.7% |
| 1Y | -1.5% | -71.4% | +69.9% | +4.1% |
| All | -1.5% | -72.7% | +71.2% | +4.1% |
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