-34.6%
GIS vs OPEN
-19.6%
-15.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +1.0% | -1.6% |
| 7D | -8.3% | +1.0% | -9.3% | -8.3% |
| 30D | +2.2% | -11.9% | +14.1% | +2.2% |
| 3M | +15.7% | -28.8% | +44.5% | +15.7% |
| 6M | -12.0% | -38.6% | +26.6% | -12.0% |
| YTD | -15.0% | -47.3% | +32.4% | -15.0% |
| 1Y | -20.1% | -49.2% | +29.1% | -20.2% |
| 3Y | -34.6% | -18.8% | -15.8% | -35.3% |
| All | -34.6% | -19.6% | -15.0% | -35.3% |
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 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