+401.5%
BNY vs OPEN
-71.4%
+472.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.1% |
| 7D | +1.5% | +1.0% | +0.5% | +1.4% |
| 30D | +3.3% | -11.9% | +15.2% | +3.9% |
| 3M | +15.3% | -28.8% | +44.1% | +16.9% |
| 6M | +42.5% | -38.6% | +81.1% | +45.0% |
| YTD | +42.0% | -47.3% | +89.4% | +45.2% |
| 1Y | +59.3% | -49.2% | +108.5% | +60.1% |
| 3Y | +291.2% | -18.8% | +310.0% | +259.9% |
| 5Y | +252.1% | -83.6% | +335.7% | +216.9% |
| All | +401.5% | -71.4% | +472.9% | +355.8% |
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