+129.6%
GLD vs OPEN
-87.0%
+216.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -21.8% | +21.0% | -0.4% |
| 7D | +4.7% | -22.2% | +26.9% | +5.1% |
| 30D | -0.9% | -38.3% | +37.4% | -0.2% |
| 3M | -4.4% | -59.4% | +55.0% | -3.1% |
| 6M | -13.6% | -74.4% | +60.8% | -11.9% |
| YTD | -6.0% | -76.0% | +70.0% | -4.3% |
| 1Y | +1.8% | -78.7% | +80.4% | +3.7% |
| 3Y | +103.2% | -30.0% | +133.2% | +103.1% |
| 5Y | +119.3% | -93.7% | +213.1% | +124.6% |
| All | +129.6% | -87.0% | +216.6% | +132.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling