+41.4%
GS vs OPEN
-38.6%
+80.0%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | 0.0% |
| 7D | +0.9% | -4.3% | +5.2% | +1.2% |
| 30D | -1.6% | -16.2% | +14.7% | -0.4% |
| 3M | -4.5% | -36.4% | +31.9% | -1.8% |
| 6M | +20.9% | -35.5% | +56.3% | +23.9% |
| YTD | +19.9% | -46.0% | +65.9% | +23.5% |
| 1Y | +41.4% | -47.1% | +88.6% | +45.7% |
| All | +41.4% | -38.6% | +80.0% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling