+643.2%
GEV vs OPEN
+3.4%
+639.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.5% | +5.7% | +3.2% |
| 7D | +8.1% | +1.0% | +7.1% | +8.1% |
| 30D | -1.9% | -11.9% | +10.0% | -1.5% |
| 3M | +4.1% | -28.8% | +32.8% | +5.2% |
| 6M | +23.2% | -38.6% | +61.8% | +25.0% |
| YTD | +48.9% | -47.3% | +96.2% | +51.5% |
| 1Y | +62.2% | -49.2% | +111.4% | +63.7% |
| All | +643.2% | +3.4% | +639.8% | +627.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling