+172.1%
GM vs OPEN
-27.1%
+199.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.7% | +9.5% | +3.2% |
| 7D | -1.1% | -10.5% | +9.5% | -0.4% |
| 30D | -3.4% | -21.8% | +18.4% | -2.0% |
| 3M | +8.7% | -37.5% | +46.2% | +11.5% |
| 6M | +15.4% | -44.1% | +59.5% | +18.8% |
| YTD | +6.6% | -52.0% | +58.6% | +10.3% |
| 1Y | +51.5% | -52.2% | +103.7% | +53.0% |
| All | +172.1% | -27.1% | +199.2% | +142.9% |
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