+101.0%
AMGN vs OPEN
-74.0%
+175.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.7% | +4.4% | -2.1% |
| 7D | -13.9% | -10.5% | -3.3% | -13.7% |
| 30D | -7.1% | -21.8% | +14.6% | -6.7% |
| 3M | +13.9% | -37.5% | +51.4% | +14.8% |
| 6M | +3.2% | -44.1% | +47.4% | +4.1% |
| YTD | +19.2% | -52.0% | +71.2% | +20.4% |
| 1Y | +41.1% | -52.2% | +93.4% | +41.3% |
| 3Y | +61.3% | -25.9% | +87.2% | +54.3% |
| 5Y | +109.1% | -85.1% | +194.1% | +98.9% |
| All | +101.0% | -74.0% | +175.0% | +95.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling