+46.0%
BMY vs OPEN
-88.9%
+134.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.6% | +5.4% | +1.8% |
| 7D | +2.1% | -15.0% | +17.1% | +2.4% |
| 30D | +7.0% | -40.2% | +47.2% | +7.9% |
| 3M | -0.9% | -67.4% | +66.5% | +0.9% |
| 6M | +14.9% | -74.0% | +88.9% | +17.2% |
| YTD | +22.8% | -79.6% | +102.4% | +25.5% |
| 1Y | +36.2% | -86.1% | +122.3% | +40.1% |
| 3Y | +45.7% | -41.4% | +87.1% | +42.0% |
| 5Y | +31.3% | -94.9% | +126.1% | +28.4% |
| All | +46.0% | -88.9% | +134.9% | +38.9% |
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