+22.3%
BMY vs OPEN
-84.0%
+106.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.6% | -3.1% |
| 7D | -3.3% | +1.0% | -4.3% | -3.3% |
| 30D | 0.0% | -11.9% | +11.9% | +0.1% |
| 3M | +17.7% | -28.8% | +46.5% | +18.2% |
| 6M | +9.6% | -38.6% | +48.2% | +10.3% |
| YTD | +24.0% | -47.3% | +71.3% | +24.9% |
| 1Y | +45.1% | -49.2% | +94.3% | +45.3% |
| 3Y | +22.5% | -18.8% | +41.3% | +17.8% |
| 5Y | +22.3% | -83.6% | +105.9% | +13.3% |
| All | +22.3% | -84.0% | +106.3% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling