-71.6%
OPEN vs BAH
+1.9%
-73.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.3% |
| 7D | +1.0% | -4.3% | +5.3% | +2.3% |
| 30D | -11.9% | -4.5% | -7.4% | -10.7% |
| 3M | -28.8% | -7.6% | -21.2% | -27.3% |
| 6M | -38.6% | -10.6% | -28.0% | -36.9% |
| YTD | -47.3% | -12.6% | -34.8% | -46.0% |
| 1Y | -49.2% | -27.0% | -22.2% | -45.1% |
| 3Y | -18.8% | -31.5% | +12.7% | -15.6% |
| 5Y | -83.6% | -3.8% | -79.8% | -85.1% |
| All | -71.6% | +1.9% | -73.5% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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