+190.8%
BAC vs OPEN
-70.7%
+261.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +1.1% | -4.3% | +5.3% | +1.3% |
| 30D | -0.4% | -16.2% | +15.8% | +0.5% |
| 3M | +16.9% | -36.4% | +53.3% | +19.4% |
| 6M | +26.6% | -35.5% | +62.1% | +28.8% |
| YTD | +15.8% | -46.0% | +61.8% | +18.6% |
| 1Y | +27.2% | -47.1% | +74.3% | +27.6% |
| 3Y | +132.4% | -19.0% | +151.4% | +113.0% |
| 5Y | +72.6% | -83.6% | +156.2% | +53.5% |
| All | +190.8% | -70.7% | +261.5% | +149.1% |
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 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