+401.3%
BNY vs OPEN
-74.0%
+475.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -1.3% | -11.4% | +10.1% | -0.8% |
| 30D | -0.2% | -20.1% | +19.9% | +0.8% |
| 3M | +14.9% | -37.6% | +52.5% | +17.2% |
| 6M | +40.0% | -47.1% | +87.0% | +43.5% |
| YTD | +42.0% | -52.1% | +94.1% | +45.8% |
| 1Y | +56.9% | -73.5% | +130.3% | +64.1% |
| 3Y | +289.9% | -24.4% | +314.3% | +259.7% |
| 5Y | +259.2% | -85.1% | +344.3% | +224.7% |
| All | +401.3% | -74.0% | +475.4% | +357.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling