+41.7%
BMY vs OPEN
-56.1%
+97.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.6% | -1.0% |
| 7D | -6.4% | -10.5% | +4.2% | -6.3% |
| 30D | +0.2% | -21.8% | +22.0% | +0.4% |
| 3M | +16.0% | -37.5% | +53.5% | +16.2% |
| 6M | +8.3% | -44.1% | +52.4% | +8.6% |
| YTD | +22.2% | -52.0% | +74.2% | +22.6% |
| 1Y | +41.7% | -52.2% | +93.9% | +42.0% |
| All | +41.7% | -56.1% | +97.8% | +42.0% |
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 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