+42.5%
GM vs OPEN
-94.8%
+137.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.4% | +0.1% |
| 7D | -0.2% | -15.0% | +14.8% | +1.4% |
| 30D | +3.6% | -40.2% | +43.8% | +8.4% |
| 3M | -0.2% | -67.4% | +67.2% | +10.6% |
| 6M | +13.9% | -74.0% | +87.9% | +28.4% |
| YTD | +6.5% | -79.6% | +86.0% | +21.7% |
| 1Y | +20.7% | -86.1% | +106.8% | +42.7% |
| 3Y | +229.5% | -41.4% | +270.8% | +173.8% |
| All | +42.5% | -94.8% | +137.3% | +47.1% |
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