-87.9%
OPEN vs BAX
-65.0%
-22.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | -24.7% | +3.6% | -28.4% | -25.8% |
| 30D | -41.0% | +8.5% | -49.5% | -43.1% |
| 3M | -62.4% | -4.9% | -57.5% | -61.5% |
| 6M | -73.9% | +47.0% | -120.8% | -78.1% |
| YTD | -77.5% | +38.4% | -116.0% | -80.9% |
| 1Y | -83.6% | +49.1% | -132.7% | -86.5% |
| 3Y | -37.0% | -14.9% | -22.1% | -34.5% |
| 5Y | -93.3% | -63.1% | -30.2% | -92.5% |
| All | -87.9% | -65.0% | -22.9% | -86.5% |
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