+189.4%
BAC vs OPEN
-71.4%
+260.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.3% |
| 7D | +1.2% | +1.0% | +0.2% | +1.1% |
| 30D | -0.7% | -11.9% | +11.2% | -0.1% |
| 3M | +16.9% | -28.8% | +45.7% | +18.7% |
| 6M | +29.6% | -38.6% | +68.2% | +32.2% |
| YTD | +15.3% | -47.3% | +62.6% | +18.2% |
| 1Y | +28.8% | -49.2% | +78.0% | +29.6% |
| 3Y | +136.4% | -18.8% | +155.2% | +116.6% |
| 5Y | +72.9% | -83.6% | +156.5% | +54.0% |
| All | +189.4% | -71.4% | +260.9% | +148.3% |
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 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