+44.2%
GEV vs OPEN
-86.7%
+131.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.8% | -1.6% |
| 7D | +3.7% | -15.0% | +18.7% | +4.9% |
| 30D | -14.7% | -40.2% | +25.5% | -11.8% |
| 3M | -23.4% | -67.4% | +44.0% | -15.4% |
| 6M | -24.3% | -74.0% | +49.7% | -15.0% |
| YTD | +23.2% | -79.6% | +102.8% | +40.3% |
| 1Y | +44.2% | -86.1% | +130.3% | +70.9% |
| All | +44.2% | -86.7% | +131.0% | +70.9% |
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