+42.0%
BMY vs OPEN
-35.0%
+77.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | -1.4% | -21.7% | +20.3% | -0.9% |
| 30D | +5.1% | -36.5% | +41.6% | +6.1% |
| 3M | -3.0% | -59.5% | +56.5% | -1.1% |
| 6M | +13.1% | -71.9% | +84.9% | +15.9% |
| YTD | +20.3% | -75.8% | +96.1% | +23.5% |
| 1Y | +39.0% | -78.5% | +117.5% | +42.9% |
| 3Y | +42.0% | -30.2% | +72.2% | +25.1% |
| All | +42.0% | -35.0% | +77.0% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling