+46.7%
BMY vs OPEN
-72.1%
+118.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | -0.4% |
| 7D | -4.8% | -2.9% | -1.9% | -4.8% |
| 30D | -0.7% | -13.8% | +13.1% | -0.4% |
| 3M | +15.3% | -30.9% | +46.2% | +15.9% |
| 6M | +8.5% | -40.9% | +49.5% | +9.2% |
| YTD | +23.4% | -48.5% | +72.0% | +24.3% |
| 1Y | +42.9% | -50.9% | +93.8% | +43.2% |
| 3Y | +22.0% | -20.6% | +42.6% | +17.8% |
| 5Y | +24.3% | -84.2% | +108.5% | +19.6% |
| All | +46.7% | -72.1% | +118.8% | +37.6% |
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