-22.9%
GIS vs OPEN
-84.0%
+61.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.6% |
| 7D | -8.6% | -2.9% | -5.7% | -8.6% |
| 30D | -0.5% | -13.8% | +13.3% | -0.6% |
| 3M | +11.9% | -30.9% | +42.8% | +11.6% |
| 6M | -11.6% | -40.9% | +29.4% | -11.9% |
| YTD | -16.3% | -48.5% | +32.2% | -16.6% |
| 1Y | -21.8% | -50.9% | +29.1% | -21.8% |
| 3Y | -35.7% | -20.6% | -15.0% | -34.6% |
| 5Y | -22.9% | -84.2% | +61.3% | -24.6% |
| All | -22.9% | -84.0% | +61.1% | -24.6% |
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