+238.0%
GM vs OPEN
-70.7%
+308.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | +1.9% | -4.3% | +6.2% | +2.3% |
| 30D | -1.4% | -16.2% | +14.9% | +0.2% |
| 3M | +5.9% | -36.4% | +42.3% | +9.9% |
| 6M | +12.4% | -35.5% | +47.8% | +15.9% |
| YTD | +8.6% | -46.0% | +54.6% | +13.3% |
| 1Y | +52.6% | -47.1% | +99.8% | +52.9% |
| 3Y | +169.7% | -19.0% | +188.7% | +127.5% |
| 5Y | +87.5% | -83.6% | +171.1% | +65.0% |
| All | +238.0% | -70.7% | +308.7% | +178.7% |
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