-33.8%
GIS vs OPEN
-94.8%
+61.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.6% | +6.0% | +2.4% |
| 7D | -3.4% | -15.0% | +11.6% | -3.4% |
| 30D | +6.9% | -40.2% | +47.1% | +6.7% |
| 3M | -10.1% | -67.4% | +57.3% | -10.6% |
| 6M | +5.9% | -74.0% | +79.9% | +5.2% |
| YTD | -21.1% | -79.6% | +58.5% | -21.7% |
| 1Y | -22.5% | -86.1% | +63.6% | -23.3% |
| 3Y | -39.0% | -41.4% | +2.4% | -37.8% |
| All | -33.8% | -94.8% | +61.0% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling