+76.6%
GM vs OPEN
-84.2%
+160.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.1% |
| 7D | -1.1% | -2.9% | +1.8% | -0.8% |
| 30D | -4.6% | -13.8% | +9.2% | -3.2% |
| 3M | +0.2% | -30.9% | +31.1% | +3.4% |
| 6M | +12.6% | -40.9% | +53.6% | +17.4% |
| YTD | +3.7% | -48.5% | +52.2% | +8.9% |
| 1Y | +45.6% | -50.9% | +96.5% | +47.1% |
| 3Y | +162.0% | -20.6% | +182.6% | +118.4% |
| All | +76.6% | -84.2% | +160.8% | +65.9% |
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 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