+144.8%
AMGN vs OPEN
-88.9%
+233.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.2% |
| 7D | +1.1% | -15.0% | +16.1% | +1.5% |
| 30D | +9.3% | -40.2% | +49.5% | +10.3% |
| 3M | +12.1% | -67.4% | +79.5% | +14.4% |
| 6M | +40.3% | -74.0% | +114.3% | +43.6% |
| YTD | +45.2% | -79.6% | +124.8% | +49.0% |
| 1Y | +42.4% | -86.1% | +128.5% | +47.2% |
| 3Y | +91.0% | -41.4% | +132.4% | +85.4% |
| 5Y | +157.4% | -94.9% | +252.2% | +149.0% |
| All | +144.8% | -88.9% | +233.7% | +142.0% |
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