+60.4%
AMGN vs OPEN
-38.6%
+99.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.6% |
| 7D | +1.1% | -4.3% | +5.4% | +1.1% |
| 30D | +7.8% | -16.2% | +24.1% | +7.9% |
| 3M | +27.3% | -36.4% | +63.6% | +27.5% |
| 6M | +16.8% | -35.5% | +52.3% | +16.9% |
| YTD | +36.3% | -46.0% | +82.3% | +36.5% |
| 1Y | +60.4% | -47.1% | +107.6% | +60.4% |
| All | +60.4% | -38.6% | +99.0% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling