+129.3%
BAC vs OPEN
-87.0%
+216.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -21.8% | +21.1% | +0.5% |
| 7D | -1.2% | -22.2% | +21.0% | 0.0% |
| 30D | -7.7% | -38.3% | +30.7% | -5.5% |
| 3M | -21.2% | -59.4% | +38.2% | -17.6% |
| 6M | -6.8% | -74.4% | +67.5% | -0.6% |
| YTD | -8.7% | -76.0% | +67.3% | -2.7% |
| 1Y | -5.3% | -78.7% | +73.4% | +1.2% |
| 3Y | +87.4% | -30.0% | +117.4% | +72.5% |
| 5Y | +18.9% | -93.7% | +112.6% | +10.0% |
| All | +129.3% | -87.0% | +216.2% | +104.4% |
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