-47.1%
OPEN vs BDX
+27.3%
-74.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +1.4% |
| 7D | -4.3% | -2.5% | -1.7% | -3.0% |
| 30D | -16.2% | +8.3% | -24.5% | -19.6% |
| 3M | -36.4% | +24.4% | -60.8% | -44.4% |
| 6M | -35.5% | +9.2% | -44.6% | -35.5% |
| YTD | -46.0% | +22.7% | -68.7% | -53.9% |
| 1Y | -47.1% | +25.9% | -73.0% | -56.9% |
| All | -47.1% | +27.3% | -74.4% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling