-4.7%
BAC vs OPEN
-85.5%
+80.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.5% | +9.2% | +0.4% |
| 7D | +1.5% | -31.0% | +32.5% | +4.2% |
| 30D | -6.4% | -41.5% | +35.1% | -2.9% |
| 3M | -21.7% | -64.6% | +42.9% | -16.0% |
| 6M | +0.5% | -73.8% | +74.3% | +9.6% |
| YTD | -6.7% | -78.8% | +72.1% | +3.1% |
| 1Y | -4.7% | -86.8% | +82.2% | +8.2% |
| All | -4.7% | -85.5% | +80.8% | +8.2% |
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