-89.0%
OPEN vs BDX
+33.8%
-122.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -4.1% |
| 7D | -15.0% | +2.9% | -17.9% | -15.9% |
| 30D | -40.2% | +15.4% | -55.6% | -43.2% |
| 3M | -67.4% | +20.5% | -87.9% | -69.5% |
| 6M | -74.0% | +53.2% | -127.2% | -77.9% |
| YTD | -79.6% | +45.7% | -125.3% | -82.3% |
| 1Y | -86.1% | +47.3% | -133.4% | -88.0% |
| 3Y | -41.4% | +25.1% | -66.4% | -47.4% |
| 5Y | -94.9% | +27.4% | -122.3% | -95.2% |
| All | -89.0% | +33.8% | -122.8% | -88.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling