+853.9%
GE vs OPEN
-86.9%
+940.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.8% |
| 7D | +6.3% | -21.7% | +27.9% | +7.4% |
| 30D | +8.9% | -36.5% | +45.4% | +11.1% |
| 3M | -9.2% | -59.5% | +50.3% | -5.2% |
| 6M | +13.2% | -71.9% | +85.1% | +20.0% |
| YTD | +9.4% | -75.8% | +85.2% | +16.3% |
| 1Y | +9.8% | -78.5% | +88.3% | +17.1% |
| 3Y | +278.2% | -30.2% | +308.4% | +243.7% |
| 5Y | +396.0% | -93.3% | +489.3% | +365.6% |
| All | +853.9% | -86.9% | +940.8% | +710.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling