+142.5%
GLD vs OPEN
-83.7%
+226.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -0.8% |
| 7D | -0.5% | -4.3% | +3.7% | -0.5% |
| 30D | +4.4% | -16.2% | +20.6% | +4.6% |
| 3M | -1.1% | -36.4% | +35.3% | -0.6% |
| 6M | -13.8% | -35.5% | +21.7% | -13.4% |
| YTD | +2.6% | -46.0% | +48.6% | +3.2% |
| 1Y | +24.5% | -47.1% | +71.7% | +24.9% |
| 3Y | +125.8% | -19.0% | +144.9% | +125.5% |
| All | +142.5% | -83.7% | +226.3% | +145.4% |
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