+185.8%
GS vs OPEN
-35.5%
+221.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | +1.1% |
| 7D | -3.2% | -22.2% | +19.0% | -1.7% |
| 30D | -2.4% | -38.3% | +35.9% | +0.5% |
| 3M | -15.7% | -59.4% | +43.6% | -10.9% |
| 6M | -6.8% | -74.4% | +67.6% | +1.1% |
| YTD | -0.1% | -76.0% | +75.9% | +8.3% |
| 1Y | +12.1% | -78.7% | +90.8% | +21.9% |
| 3Y | +185.8% | -30.0% | +215.8% | +152.4% |
| All | +185.8% | -35.5% | +221.3% | +152.4% |
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