+44.8%
BMY vs OPEN
-87.3%
+132.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | +0.1% |
| 7D | -2.0% | -31.1% | +29.1% | -1.4% |
| 30D | +9.3% | -34.7% | +43.9% | +10.0% |
| 3M | -0.1% | -61.9% | +61.8% | +1.4% |
| 6M | +15.5% | -71.9% | +87.3% | +17.6% |
| YTD | +21.8% | -76.6% | +98.4% | +24.2% |
| 1Y | +34.9% | -83.9% | +118.8% | +38.3% |
| 3Y | +43.2% | -34.4% | +77.6% | +39.3% |
| 5Y | +30.7% | -93.9% | +124.7% | +27.5% |
| All | +44.8% | -87.3% | +132.1% | +37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling