+103.4%
GLD vs OPEN
-94.5%
+197.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.5% | +6.7% | -2.7% |
| 7D | -5.5% | -31.0% | +25.5% | -5.0% |
| 30D | -7.0% | -41.5% | +34.5% | -6.3% |
| 3M | -12.4% | -64.6% | +52.3% | -11.1% |
| 6M | -18.0% | -73.8% | +55.8% | -16.5% |
| YTD | -10.5% | -78.8% | +68.4% | -8.7% |
| 1Y | -8.1% | -86.8% | +78.8% | -6.0% |
| 3Y | +97.7% | -40.6% | +138.3% | +99.8% |
| 5Y | +103.4% | -94.7% | +198.1% | +111.7% |
| All | +103.4% | -94.5% | +197.9% | +111.7% |
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