+860.6%
GE vs OPEN
-87.8%
+948.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.1% | +7.8% | +1.1% |
| 7D | +5.4% | -24.7% | +30.1% | +6.7% |
| 30D | +9.6% | -41.0% | +50.6% | +12.3% |
| 3M | -7.7% | -62.4% | +54.6% | -3.3% |
| 6M | +14.0% | -73.9% | +87.9% | +21.3% |
| YTD | +10.2% | -77.5% | +87.7% | +17.6% |
| 1Y | +8.9% | -83.6% | +92.5% | +17.8% |
| 3Y | +273.7% | -37.0% | +310.7% | +241.5% |
| 5Y | +410.2% | -93.3% | +503.5% | +380.6% |
| All | +860.6% | -87.8% | +948.4% | +719.3% |
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