-47.1%
OPEN vs GD
+13.1%
-60.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +2.4% |
| 7D | -4.3% | -5.3% | +1.0% | +1.1% |
| 30D | -16.2% | -6.4% | -9.8% | -10.8% |
| 3M | -36.4% | +5.7% | -42.1% | -42.0% |
| 6M | -35.5% | -0.9% | -34.5% | -32.1% |
| YTD | -46.0% | +8.2% | -54.1% | -57.4% |
| 1Y | -47.1% | +13.4% | -60.6% | -76.2% |
| All | -47.1% | +13.1% | -60.3% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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