+392.7%
GS vs OPEN
-83.3%
+476.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -9.6% | +3.2% | -5.7% |
| 7D | -6.3% | -5.8% | -0.5% | -6.0% |
| 30D | -3.1% | -21.1% | +18.0% | -1.7% |
| 3M | -17.7% | -52.4% | +34.7% | -13.5% |
| 6M | -4.6% | -65.8% | +61.2% | +2.2% |
| YTD | +0.3% | -69.3% | +69.6% | +7.5% |
| 1Y | +11.7% | -75.2% | +87.0% | +20.9% |
| 3Y | +183.6% | -14.4% | +197.9% | +154.8% |
| 5Y | +141.0% | -92.0% | +232.9% | +131.7% |
| All | +392.7% | -83.3% | +476.1% | +342.5% |
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