+8.9%
GE vs OPEN
-80.8%
+89.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.1% | +7.8% | +1.3% |
| 7D | +5.4% | -24.7% | +30.1% | +7.6% |
| 30D | +9.6% | -41.0% | +50.6% | +14.2% |
| 3M | -7.7% | -62.4% | +54.6% | +0.1% |
| 6M | +14.0% | -73.9% | +87.9% | +27.1% |
| YTD | +10.2% | -77.5% | +87.7% | +23.7% |
| 1Y | +8.9% | -83.6% | +92.5% | +24.9% |
| All | +8.9% | -80.8% | +89.8% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling