-87.4%
OPEN vs BAX
-65.1%
-22.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | -31.1% | -0.6% | -30.5% | -30.8% |
| 30D | -34.7% | +6.3% | -41.0% | -36.4% |
| 3M | -61.9% | -4.6% | -57.3% | -61.1% |
| 6M | -71.9% | +50.4% | -122.2% | -76.7% |
| YTD | -76.6% | +38.0% | -114.6% | -80.1% |
| 1Y | -83.9% | +44.6% | -128.5% | -86.6% |
| 3Y | -34.4% | -15.1% | -19.2% | -31.6% |
| 5Y | -93.9% | -63.3% | -30.7% | -93.2% |
| All | -87.4% | -65.1% | -22.3% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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