+52.4%
GEV vs OPEN
-72.7%
+125.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +13.8% | -23.1% | -10.2% |
| 7D | -5.1% | +3.7% | -8.8% | -5.3% |
| 30D | -15.8% | -14.3% | -1.5% | -14.5% |
| 3M | -18.2% | -51.9% | +33.8% | -11.9% |
| 6M | -22.4% | -61.4% | +39.0% | -14.9% |
| YTD | +27.7% | -66.0% | +93.8% | +40.0% |
| 1Y | +52.4% | -71.4% | +123.7% | +68.8% |
| All | +52.4% | -72.7% | +125.0% | +68.8% |
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