-85.1%
OPEN vs BDX
-3.5%
-81.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.9% | -4.8% | -5.7% |
| 7D | -10.5% | -5.4% | -5.1% | -7.8% |
| 30D | -21.8% | -2.2% | -19.6% | -20.8% |
| 3M | -37.5% | +20.1% | -57.6% | -43.9% |
| 6M | -44.1% | +9.1% | -53.2% | -47.1% |
| YTD | -52.0% | +17.9% | -69.9% | -56.6% |
| 1Y | -52.2% | +22.1% | -74.3% | -57.7% |
| 3Y | -25.9% | -10.5% | -15.4% | -23.0% |
| 5Y | -85.1% | -2.6% | -82.5% | -85.1% |
| All | -85.1% | -3.5% | -81.6% | -85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling