+44.5%
BMY vs OPEN
-87.8%
+132.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.1% | +8.2% | +1.2% |
| 7D | +1.8% | -24.7% | +26.5% | +2.2% |
| 30D | +6.2% | -41.0% | +47.2% | +7.1% |
| 3M | -2.1% | -62.4% | +60.2% | -0.6% |
| 6M | +14.3% | -73.9% | +88.1% | +16.5% |
| YTD | +21.6% | -77.5% | +99.1% | +24.1% |
| 1Y | +38.8% | -83.6% | +122.4% | +42.3% |
| 3Y | +42.9% | -37.0% | +79.9% | +39.1% |
| 5Y | +30.1% | -93.3% | +123.3% | +26.9% |
| All | +44.5% | -87.8% | +132.4% | +37.3% |
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 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