-70.8%
OPEN vs BDX
+12.7%
-83.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +1.2% |
| 7D | -4.3% | -2.5% | -1.7% | -3.4% |
| 30D | -16.2% | +8.3% | -24.5% | -18.6% |
| 3M | -36.4% | +24.4% | -60.8% | -41.6% |
| 6M | -35.5% | +9.2% | -44.6% | -37.7% |
| YTD | -46.0% | +22.7% | -68.7% | -50.1% |
| 1Y | -47.1% | +25.9% | -73.0% | -51.6% |
| 3Y | -19.0% | -10.5% | -8.6% | -19.7% |
| 5Y | -83.6% | +1.9% | -85.5% | -84.2% |
| All | -70.8% | +12.7% | -83.5% | -68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling