+103.2%
GLD vs OPEN
-35.5%
+138.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -21.8% | +21.0% | -0.3% |
| 7D | +4.7% | -22.2% | +26.9% | +5.3% |
| 30D | -0.9% | -38.3% | +37.4% | +0.1% |
| 3M | -4.4% | -59.4% | +55.0% | -2.6% |
| 6M | -13.6% | -74.4% | +60.8% | -11.2% |
| YTD | -6.0% | -76.0% | +70.0% | -3.5% |
| 1Y | +1.8% | -78.7% | +80.4% | +4.5% |
| 3Y | +103.2% | -30.0% | +133.2% | +109.8% |
| All | +103.2% | -35.5% | +138.7% | +109.8% |
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