+185.7%
GS vs OPEN
-83.7%
+269.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | 0.0% |
| 7D | +0.9% | -4.3% | +5.2% | +1.3% |
| 30D | -1.6% | -16.2% | +14.7% | -0.4% |
| 3M | -4.5% | -36.4% | +31.9% | -1.6% |
| 6M | +20.9% | -35.5% | +56.3% | +24.0% |
| YTD | +19.9% | -46.0% | +65.9% | +24.0% |
| 1Y | +41.4% | -47.1% | +88.6% | +42.6% |
| 3Y | +239.2% | -19.0% | +258.2% | +203.9% |
| All | +185.7% | -83.7% | +269.5% | +153.2% |
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